2023 Form 5500 filing — John H. Carter Co., 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 20241009102921NAL0037473330001) for John H. Carter Co., Inc. 401(K) Profit Sharing Plan, reported by John H. Carter Co., Inc. under EIN 72-0494338 and plan number 002. It reports 796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009102921NAL0037473330001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John H. Carter Co., Inc.
- EIN
- 72-0494338
- Plan number
- 002
- Location
- Baton Rouge, LA
- Participants
- 796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,486,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,486,818
- Employer contributions
- $0
- Participant contributions
- $3,719,998
- Total income / additions
- $10,309,982
- Benefits paid
- $5,644,203
- Administrative expenses
- $103,821
- Total expenses
- $5,814,884
- Net increase / (decrease)
- $4,495,098
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $63,321 | $0 |
| Capfinancial Partners LLC | CONSULTANT | $40,500 | not reported in the loaded dataset |