2023 Form 5500 filing — Carrier Process Equipment Group, Inc. Cash Balance 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 20250812103224NAL0009728944001) for Carrier Process Equipment Group, Inc. Cash Balance Plan, reported by Carrier Process Equipment Group, Inc. under EIN 81-2418317 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250812103224NAL0009728944001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carrier Process Equipment Group, Inc.
- EIN
- 81-2418317
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 312
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,612,847
- Total liabilities (EOY)
- $51,663
- Net assets (EOY)
- $6,561,184
- Employer contributions
- $1,035,000
- Total income / additions
- $1,922,170
- Benefits paid
- $282,093
- Administrative expenses
- $37,954
- Total expenses
- $320,047
- Net increase / (decrease)
- $1,602,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual | FINANCIAL ADVISOR | $37,717 | not reported in the loaded dataset |