2023 Form 5500 filing — Carson Tahoe Investments Inc. Pension Transfer Trust Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924103902NAL0012825425001) for Carson Tahoe Investments Inc. Pension Transfer Trust Plan, reported by Carson Tahoe Investments Inc. under EIN 32-0401945 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$488.1KReported net assets$488,051
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240924103902NAL0012825425001
- Plan sponsor
- Carson Tahoe Investments Inc.
- EIN
- 32-0401945
- Plan number
- 001
- Location
- North Augusta, SC
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$488.1K total assets
Net assets$488.1KLiabilities—
Full reported line items
- Total assets (EOY)
- $488,051
- Net assets (EOY)
- $488,051
- Employer contributions
- $120
- Participant contributions
- $2,547
- Total income / additions
- $5,039
- Administrative expenses
- $94
- Total expenses
- $94
- Net increase / (decrease)
- $4,945