2023 Form 5500 filing — Carrot 401(K) 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 20241007071934NAL0014879153001) for Carrot 401(K) Plan, reported by Carrot Fertility, Inc. under EIN 81-1995709 and plan number 001. It reports 348 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)$16.3MReported net assets$16,280,515
Participants348
Provider compensation$8.9K2 Schedule C row(s)$8,865
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007071934NAL0014879153001
Plan sponsor
Carrot Fertility, Inc.
EIN
81-1995709
Plan number
001
Location
Menlo Park, CA
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)$16.3M total assets
Net assets$16.3MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$662K
Benefits paid / distributions$618.4K
Contributions
Employer$1.4K
Participant$5M
Full reported line items
Total assets (EOY)
$16,280,515
Total liabilities (EOY)
$0
Net assets (EOY)
$16,280,515
Employer contributions
$1,444
Participant contributions
$5,049,832
Total income / additions
$9,672,066
Benefits paid
$618,447
Administrative expenses
$8,865
Total expenses
$662,044
Net increase / (decrease)
$9,010,022
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $9K
  2. 2
    RECORDKEEPER · Direct -$125 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007071934NAL0014879153001 cover?
It is the 2023 Form 5500 filing for Carrot 401(K) Plan, reported by Carrot Fertility, Inc. (EIN 81-1995709).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages