2023 Form 5500 filing — Carlex Glass America Retirement 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 20241014120755NAL0013251299001) for Carlex Glass America Retirement Plan, reported by Carlex Glass America, LLC under EIN 27-3800872 and plan number 001. It reports 2,037 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)$94MReported net assets$93,979,479

Participants2K2,037

Provider compensation$258.9K3 Schedule C row(s)$258,869

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014120755NAL0013251299001
Plan sponsor: Carlex Glass America, LLC
EIN: 27-3800872
Plan number: 001
Location: Nashville, TN
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)$94M total assets

Net assets$94MLiabilities$0

Money in vs. money out

Total income / additions$23.3M

Total expenses$12.1M

Benefits paid / distributions$11.9M

Contributions

Employer$3.2M

Participant$5.5M

Full reported line items

Total assets (EOY): $93,979,479
Total liabilities (EOY): $0
Net assets (EOY): $93,979,479
Employer contributions: $3,237,979
Participant contributions: $5,457,381
Total income / additions: $23,339,419
Benefits paid: $11,866,202
Administrative expenses: $227,369
Total expenses: $12,093,571
Net increase / (decrease): $11,245,848

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$227.4K
CONTRACT ADMINISTRATOR · Direct $227.4K · Indirect $0
2
Sageview Advisory Group$31.5K
INVESTMENT ADVISORY · Direct $0 · Indirect $31.5K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014120755NAL0013251299001 cover?: It is the 2023 Form 5500 filing for Carlex Glass America Retirement Plan, reported by Carlex Glass America, LLC (EIN 27-3800872).
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).