2023 Form 5500 filing — Carriage House Investments Company Employees' 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 20241001173948NAL0003492931001) for Carriage House Investments Company Employees' Profit Sharing Plan, reported by Carriage House Investments Company under EIN 45-5621774 and plan number 003. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001173948NAL0003492931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carriage House Investments Company
- EIN
- 45-5621774
- Plan number
- 003
- Location
- Logan, UT
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,625,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,625,732
- Employer contributions
- $5,395,946
- Total income / additions
- $10,981,009
- Benefits paid
- $1,125,223
- Administrative expenses
- $269,329
- Total expenses
- $1,394,552
- Net increase / (decrease)
- $9,586,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | NONE | $269,329 | $240 |