2023 Form 5500 filing — Ca Carlin 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 20241009141430NAL0009299587001) for Ca Carlin 401(K) Plan, reported by Carlin Group Holdco under EIN 83-2787864 and plan number 001. It reports 313 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)$14.9MReported net assets$14,868,588
Participants313
Provider compensation$37.4K2 Schedule C row(s)$37,413
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009141430NAL0009299587001
- Plan sponsor
- Carlin Group Holdco
- EIN
- 83-2787864
- Plan number
- 001
- Location
- Schaumburg, IL
- 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)$14.9M total assets
Net assets$14.9MLiabilities$13K
Full reported line items
- Total assets (EOY)
- $14,881,614
- Total liabilities (EOY)
- $13,026
- Net assets (EOY)
- $14,868,588
- Employer contributions
- $248,341
- Participant contributions
- $1,262,621
- Total income / additions
- $3,677,032
- Benefits paid
- $632,626
- Administrative expenses
- $37,421
- Total expenses
- $683,073
- Net increase / (decrease)
- $2,993,959
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group | NONE | $18,887 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $18,526 | $0 |