2023 Form 5500 filing — Carroll Distributing & Construction Supply, 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 20241011084648NAL0022434321001) for Carroll Distributing & Construction Supply, Inc. 401(K) Profit Sharing Plan, reported by Carroll Distributing & Construction Supply, Inc. under EIN 42-1190085 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084648NAL0022434321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carroll Distributing & Construction Supply, Inc.
- EIN
- 42-1190085
- Plan number
- 001
- Location
- Ottumwa, IA
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,855,913
- Total liabilities (EOY)
- $1,551
- Net assets (EOY)
- $11,854,362
- Participant contributions
- $725,262
- Total income / additions
- $2,256,684
- Benefits paid
- $454,708
- Administrative expenses
- $69,432
- Total expenses
- $525,691
- Net increase / (decrease)
- $1,730,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,458 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $13,716 |
| Qualified Plan Consultants, LLC | OTHER SERVICE | $0 | $3,429 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |