2023 Form 5500 filing — Carlisle Fluid Technologies, LLC 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 20241010163917NAL0020540593001) for Carlisle Fluid Technologies, LLC 401(K) Plan, reported by Carlisle Fluid Technologies, LLC under EIN 85-2828611 and plan number 001. It reports 0 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)$19.3MReported net assets$19,335,145
Participants0
Provider compensation$5.5K1 Schedule C row(s)$5,475
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010163917NAL0020540593001
Plan sponsor
Carlisle Fluid Technologies, LLC
EIN
85-2828611
Plan number
001
Location
Scottsdale, AZ
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)$19.3M total assets
Net assets$19.3MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$263.5K
Benefits paid / distributions$258K
Contributions
Employer$63.6K
Participant$372.2K
Full reported line items
Total assets (EOY)
$19,335,145
Total liabilities (EOY)
$0
Net assets (EOY)
$19,335,145
Employer contributions
$63,554
Participant contributions
$372,206
Total income / additions
$2,387,189
Benefits paid
$257,977
Administrative expenses
$5,475
Total expenses
$263,452
Net increase / (decrease)
$2,123,737
Schedule C

Reported service provider compensation

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

  1. 1
    RETAINED BY PLAN SPONSOR · Direct $5.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010163917NAL0020540593001 cover?
It is the 2023 Form 5500 filing for Carlisle Fluid Technologies, LLC 401(K) Plan, reported by Carlisle Fluid Technologies, LLC (EIN 85-2828611).
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