2023 Form 5500 filing — Carlat Construction, Inc. Self Funded Medical Reimbursement 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 20241127150014NAL0013366240003) for Carlat Construction, Inc. Self Funded Medical Reimbursement Plan, reported by Carlat Construction, Inc. under EIN 73-1625610 and plan number 502. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.3KReported net assets$12,301
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241127150014NAL0013366240003
Plan sponsor
Carlat Construction, Inc.
EIN
73-1625610
Plan number
502
Location
Buffalo, NY
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.3K total assets
Net assets$12.3KLiabilities
Money in vs. money out
Total income / additions$18.9K
Total expenses$6.6K
Benefits paid / distributions$1.6K
Contributions
Employer$9.6K
Participant$8.9K
Full reported line items
Total assets (EOY)
$12,301
Net assets (EOY)
$12,301
Employer contributions
$9,649
Participant contributions
$8,928
Total income / additions
$18,949
Benefits paid
$1,572
Administrative expenses
$5,076
Total expenses
$6,648
Net increase / (decrease)
$12,301

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241127150014NAL0013366240003 cover?
It is the 2023 Form 5500 filing for Carlat Construction, Inc. Self Funded Medical Reimbursement Plan, reported by Carlat Construction, Inc. (EIN 73-1625610).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages