2023 Form 5500 filing — Cte 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 20241119114030NAL0001640179001) for Cte 401(K) Plan, reported by Carolina Tractor & Equipment Company under EIN 56-0167230 and plan number 001. It reports 2,000 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)$139.4MReported net assets$139,430,386
Participants2K2,000
Provider compensation$250.3K2 Schedule C row(s)$250,345
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241119114030NAL0001640179001
Plan sponsor
Carolina Tractor & Equipment Company
EIN
56-0167230
Plan number
001
Location
Charlotte, NC
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)$139.4M total assets
Net assets$139.4MLiabilities$0
Money in vs. money out
Total income / additions$38M
Total expenses$10.2M
Benefits paid / distributions$9.9M
Contributions
Employer$4.1M
Participant$12.1M
Full reported line items
Total assets (EOY)
$139,430,386
Total liabilities (EOY)
$0
Net assets (EOY)
$139,430,386
Employer contributions
$4,079,489
Participant contributions
$12,135,992
Total income / additions
$37,975,906
Benefits paid
$9,896,030
Administrative expenses
$250,345
Total expenses
$10,218,696
Net increase / (decrease)
$27,757,210
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $183.8K · Indirect $0
  2. 2
    Captrust$66.6K
    CONSULTANT · Direct $66.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241119114030NAL0001640179001 cover?
It is the 2023 Form 5500 filing for Cte 401(K) Plan, reported by Carolina Tractor & Equipment Company (EIN 56-0167230).
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).

Related Form 5500 pages