2023 Form 5500 filing — National Cart Co., LLC 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 20250711125703NAL0004682355001) for National Cart Co., LLC 401(K) Profit Sharing Plan, reported by National Cart Co., LLC under EIN 20-2238318 and plan number 003. It reports 247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711125703NAL0004682355001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Cart Co., LLC
- EIN
- 20-2238318
- Plan number
- 003
- Location
- St. Charles, MO
- Participants
- 247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,605,467
- Total liabilities (EOY)
- $4,790
- Net assets (EOY)
- $24,600,677
- Employer contributions
- $790,703
- Participant contributions
- $940,752
- Total income / additions
- $6,617,165
- Benefits paid
- $709,278
- Administrative expenses
- $120,333
- Total expenses
- $838,101
- Net increase / (decrease)
- $5,779,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $65,259 | not reported in the loaded dataset |
| Moneta Group LLC | NONE | $41,824 | not reported in the loaded dataset |
| Wipfli, Llp | NONE | $13,250 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $9,353 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |