2023 Form 5500 filing — Carma Laboratories, Inc. 401(K) Profit Sharing 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 20240930150226NAL0002707939001) for Carma Laboratories, Inc. 401(K) Profit Sharing Plan, reported by Carma Laboratories, Inc. under EIN 39-1256786 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14MReported net assets$14,018,542
Participants218
Provider compensation$60.2K2 Schedule C row(s)$60,175
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930150226NAL0002707939001
- Plan sponsor
- Carma Laboratories, Inc.
- EIN
- 39-1256786
- Plan number
- 001
- Location
- Franklin, WI
- Received date
- not reported in the loaded dataset
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)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,018,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,018,542
- Employer contributions
- $554,427
- Participant contributions
- $1,046,877
- Total income / additions
- $3,662,051
- Benefits paid
- $912,408
- Administrative expenses
- $60,175
- Total expenses
- $972,583
- Net increase / (decrease)
- $2,689,468
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $33,647 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $26,528 | $0 |