2023 Form 5500 filing — Carollo Engineers, Inc. 401(K) Profit Sharing 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 20241015113721NAL0029424833001) for Carollo Engineers, Inc. 401(K) Profit Sharing Plan, reported by Carollo Engineers, Inc. under EIN 86-0899222 and plan number 001. It reports 1,693 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)$341.9MReported net assets$341,924,676
Participants1.7K1,693
Provider compensation$166.4K2 Schedule C row(s)$166,423
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015113721NAL0029424833001
- Plan sponsor
- Carollo Engineers, Inc.
- EIN
- 86-0899222
- Plan number
- 001
- Location
- Phoenix, AZ
- 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)$341.9M total assets
Net assets$341.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $341,924,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $341,924,676
- Employer contributions
- $6,070,682
- Participant contributions
- $18,859,509
- Total income / additions
- $82,653,810
- Benefits paid
- $16,487,390
- Administrative expenses
- $166,248
- Total expenses
- $16,684,666
- Net increase / (decrease)
- $65,969,144
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $91,009 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $75,414 | not reported in the loaded dataset |