2023 Form 5500 filing — Retirement Plan For Employees Of Carlisle LLC
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 20241008143701NAL0008468291001) for Retirement Plan For Employees Of Carlisle LLC, reported by Carlisle LLC under EIN 23-0457510 and plan number 007. It reports 2,437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143701NAL0008468291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlisle LLC
- EIN
- 23-0457510
- Plan number
- 007
- Location
- Scottsdale, AZ
- Participants
- 2,437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,757,242
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,757,242
- Employer contributions
- $0
- Total income / additions
- $9,159,258
- Benefits paid
- $12,098,710
- Administrative expenses
- $784,204
- Total expenses
- $12,882,914
- Net increase / (decrease)
- -$3,723,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Institutional Group | NONE | $286,912 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $212,088 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $33,402 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $17,850 | not reported in the loaded dataset |