2023 Form 5500 filing — Carlie Cs 401k 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 20241011125632NAL0043732082001) for Carlie Cs 401k Plan, reported by Carlie Cs Operation Center Inc. under EIN 56-1275088 and plan number 001. It reports 1,106 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125632NAL0043732082001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carlie Cs Operation Center Inc.
- EIN
- 56-1275088
- Plan number
- 001
- Location
- Dunn, NC
- Participants
- 1,106
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,563,733
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,563,733
- Employer contributions
- $348,506
- Participant contributions
- $497,584
- Total income / additions
- $1,819,345
- Benefits paid
- $1,314,429
- Administrative expenses
- $22,476
- Total expenses
- $1,336,905
- Net increase / (decrease)
- $482,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $4,063 | $23,518 |
| Bernard Robinson & Co | AUDITOR | $18,750 | $5,000 |
| Edward D Jones And Co | NONE | $0 | $17,839 |