2023 Form 5500 filing — Carters 401(K) Savings 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 20240925175359NAL0005620547001) for Carters 401(K) Savings Plan, reported by The William Carter Company under EIN 04-1156680 and plan number 004. It reports 8,749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925175359NAL0005620547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The William Carter Company
- EIN
- 04-1156680
- Plan number
- 004
- Location
- Atlanta, GA
- Participants
- 8,749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $286,966,650
- Total liabilities (EOY)
- $1,341,292
- Net assets (EOY)
- $285,625,358
- Employer contributions
- $8,005,510
- Participant contributions
- $14,876,718
- Total income / additions
- $67,382,667
- Benefits paid
- $28,931,240
- Administrative expenses
- $534,340
- Total expenses
- $30,006,425
- Net increase / (decrease)
- $37,376,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $421,607 | $0 |
| Cook Street Consulting | CONSULTANT | $71,079 | not reported in the loaded dataset |
| Rsm Us Llp | ACCOUNTANT | $41,654 | not reported in the loaded dataset |