2023 Form 5500 filing — Carroll Distributing Company Employee Benefit 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 20250414210809NAL0004731922001) for Carroll Distributing Company Employee Benefit Plan, reported by Carroll Distributing Company under EIN 59-1026900 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.8MReported net assets$11,824,426
Participants125
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250414210809NAL0004731922001
Plan sponsor
Carroll Distributing Company
EIN
59-1026900
Plan number
002
Location
Melbourne, FL
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)$11.8M total assets
Net assets$11.8MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$296.3K
Participant$576.6K
Full reported line items
Total assets (EOY)
$11,824,426
Total liabilities (EOY)
$0
Net assets (EOY)
$11,824,426
Employer contributions
$296,275
Participant contributions
$576,643
Total income / additions
$2,570,527
Benefits paid
$2,100,404
Administrative expenses
$58,974
Total expenses
$2,173,025
Net increase / (decrease)
$397,502

Related Form 5500 pages