2023 Form 5500 filing — Carlisle Medical, Inc. 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 20240927152143NAL0001152035001) for Carlisle Medical, Inc. 401(K) Savings Plan, reported by Carlisle Medical, Inc. under EIN 63-0890498 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,772,459
Participants147
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240927152143NAL0001152035001
Plan sponsor
Carlisle Medical, Inc.
EIN
63-0890498
Plan number
001
Location
Mobile, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$4.8K
Money in vs. money out
Total income / additions$1.1M
Total expenses$471.8K
Benefits paid / distributions$443.9K
Contributions
Employer$77.3K
Participant$361.4K
Full reported line items
Total assets (EOY)
$3,777,221
Total liabilities (EOY)
$4,762
Net assets (EOY)
$3,772,459
Employer contributions
$77,262
Participant contributions
$361,380
Total income / additions
$1,057,950
Benefits paid
$443,942
Administrative expenses
$27,840
Total expenses
$471,782
Net increase / (decrease)
$586,168

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927152143NAL0001152035001 cover?
It is the 2023 Form 5500 filing for Carlisle Medical, Inc. 401(K) Savings Plan, reported by Carlisle Medical, Inc. (EIN 63-0890498).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages