2023 Form 5500 filing — Carrier Process Equipment Group, Inc. 401(K) Plan And Trust
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 20250909112109NAL0012555891001) for Carrier Process Equipment Group, Inc. 401(K) Plan And Trust, reported by Carrier Process Equipment Group, Inc. under EIN 81-2418317 and plan number 003. It reports 315 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)$23.9MReported net assets$23,944,037
Participants315
Provider compensation$58.1K5 Schedule C row(s)$58,073
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250909112109NAL0012555891001
- Plan sponsor
- Carrier Process Equipment Group, Inc.
- EIN
- 81-2418317
- Plan number
- 003
- Location
- Louisville, KY
- 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)$23.9M total assets
Net assets$23.9MLiabilities$82
Full reported line items
- Total assets (EOY)
- $23,944,119
- Total liabilities (EOY)
- $82
- Net assets (EOY)
- $23,944,037
- Participant contributions
- $1,092,419
- Total income / additions
- $6,843,067
- Benefits paid
- $4,478,686
- Administrative expenses
- $50,266
- Total expenses
- $4,545,660
- Net increase / (decrease)
- $2,297,407
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $28,912 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,334 | $0 |
| Pnc Bank | INVESTMENT ADVISOR | $7,393 | $0 |
| Retirment Mgmt Services LLC | CONTRACT ADMIN | $3,769 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,665 | $0 |