Carroll Fulmer Logistics Corporation 401(K) Plan — Form 5500 plan (Carroll Fulmer Logistics Corporation)
Plain-English plan 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, Carroll Fulmer Logistics Corporation 401(K) Plan is a benefit plan reported by Carroll Fulmer Logistics Corporation under EIN 01-0664729 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $6,805,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll Fulmer Logistics Corporation
- EIN
- 01-0664729
- Plan number
- 001
- Plan type
- 2
- Location
- Groveland, FL
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $6,805,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20240919151554NAL0006121169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,805,308
- Net assets (EOY)
- $6,805,308
- Net assets (BOY)
- $6,108,245
Income & contributions
- Employer contributions
- $441,389
- Participant contributions
- $775,448
- Total contributions
- $1,216,837
- Total income / additions
- $2,103,128
Expenses & distributions
- Benefits paid
- $1,327,604
- Administrative expenses
- $78,461
- Total expenses
- $1,406,065
- Net increase / (decrease)
- $697,063
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $55,723 | $0 | 2023 |
| Raymond James And Associates Inc | INVESTMENT ADVISORY PLAN | $22,738 | not reported in the loaded dataset | 2023 |