2023 Form 5500 filing — Carrols Corporation Retirement Savings 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 20241014082013NAL0045296608001) for Carrols Corporation Retirement Savings Plan, reported by Carrols Corporation under EIN 16-0958146 and plan number 002. It reports 3,205 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)$75.8MReported net assets$75,788,759
Participants3.2K3,205
Provider compensation$245.1K1 Schedule C row(s)$245,070
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014082013NAL0045296608001
Plan sponsor
Carrols Corporation
EIN
16-0958146
Plan number
002
Location
Syracuse, NY
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)$75.8M total assets
Net assets$75.8MLiabilities$0
Money in vs. money out
Total income / additions$18M
Total expenses$8.7M
Benefits paid / distributions$8.4M
Contributions
Employer$2M
Participant$6.3M
Full reported line items
Total assets (EOY)
$75,788,759
Total liabilities (EOY)
$0
Net assets (EOY)
$75,788,759
Employer contributions
$1,972,587
Participant contributions
$6,327,162
Total income / additions
$17,996,801
Benefits paid
$8,446,209
Administrative expenses
$245,070
Total expenses
$8,706,598
Net increase / (decrease)
$9,290,203

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER9$245,070$0

Related Form 5500 pages