2023 Form 5500 filing — The Carlstar Group LLC 401(K) 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 20241015094556NAL0027980497001) for The Carlstar Group LLC 401(K) Plan, reported by The Carlstar Group LLC under EIN 38-3918236 and plan number 001. It reports 1,570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094556NAL0027980497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Carlstar Group LLC
- EIN
- 38-3918236
- Plan number
- 001
- Location
- Franklin, TN
- Participants
- 1,570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,986,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,986,072
- Employer contributions
- $2,222,403
- Participant contributions
- $3,777,609
- Total income / additions
- $15,596,354
- Benefits paid
- $12,986,999
- Administrative expenses
- $251,945
- Total expenses
- $13,317,597
- Net increase / (decrease)
- $2,278,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $251,287 | $0 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $108,631 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $11,451 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,200 | not reported in the loaded dataset |