Joseph P. Carrara & Sons Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Joseph P. Carrara & Sons Inc.)
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, Joseph P. Carrara & Sons Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Joseph P. Carrara & Sons Inc. under EIN 03-0212647 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $17,668,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph P. Carrara & Sons Inc.
- EIN
- 03-0212647
- Plan number
- 001
- Plan type
- 2
- Location
- N Clarendon, VT
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $17,668,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20240726083840NAL0008801827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,668,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,668,702
- Net assets (BOY)
- $16,908,079
Income & contributions
- Employer contributions
- $362,624
- Participant contributions
- $360,408
- Total contributions
- $723,032
- Total income / additions
- $3,239,187
Expenses & distributions
- Benefits paid
- $2,471,926
- Administrative expenses
- $2,750
- Total expenses
- $2,478,564
- Net increase / (decrease)
- $760,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $40,888 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $750 | $0 | 2023 |