2023 Form 5500 filing — Carel Usa 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 20241015085806NAL0027884129001) for Carel Usa 401k Plan, reported by Carel Usa, LLC under EIN 23-2786822 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015085806NAL0027884129001
Filing year
2023
Form type
2
Plan sponsor
Carel Usa, LLC
EIN
23-2786822
Plan number
001
Location
Manheim, PA
Participants
125
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,750,782
Total liabilities (EOY)
$1,688
Net assets (EOY)
$6,749,094
Employer contributions
$428,363
Participant contributions
$687,954
Total income / additions
$2,037,907
Benefits paid
$160,628
Administrative expenses
$1,775
Total expenses
$162,403
Net increase / (decrease)
$1,875,504
Schedule source
Schedule H

Related Form 5500 pages