2023 Form 5500 filing — Employees' Retirement And Savings Plan Of Carter Machinery Company, Inc.
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 20241017121507NAL0016333427001) for Employees' Retirement And Savings Plan Of Carter Machinery Company, Inc., reported by Carter Machinery Company, Inc. under EIN 37-1170559 and plan number 004. It reports 2,872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017121507NAL0016333427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carter Machinery Company, Inc.
- EIN
- 37-1170559
- Plan number
- 004
- Location
- Salem, VA
- Participants
- 2,872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $405,775,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $405,775,097
- Employer contributions
- $16,289,274
- Participant contributions
- $18,193,240
- Total income / additions
- $91,398,264
- Benefits paid
- $26,291,110
- Administrative expenses
- $156,928
- Total expenses
- $26,448,038
- Net increase / (decrease)
- $64,950,226
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $154,828 | $0 |
| Qdro Consultants Company, LLC | NONE | $2,100 | not reported in the loaded dataset |