Plan5500

Carroll Enterprises, Inc. 401(K)Plan — Form 5500 plan (Carroll Enterprises, 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, Carroll Enterprises, Inc. 401(K)Plan is a benefit plan reported by Carroll Enterprises, Inc. under EIN 04-2497441 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $21,071,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carroll Enterprises, Inc.
EIN
04-2497441
Plan number
002
Plan type
2
Location
Worcester, MA
Latest filing year
2023
Participants
179
End-of-year plan assets
$21,071,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20240723110108NAL0011616081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,071,720
Total liabilities (EOY)
$0
Net assets (EOY)
$21,071,720
Net assets (BOY)
$17,261,217

Income & contributions

Employer contributions
$151,850
Participant contributions
$965,546
Total contributions
$1,260,831
Total income / additions
$4,167,833

Expenses & distributions

Benefits paid
$304,875
Administrative expenses
$52,455
Total expenses
$357,330
Net increase / (decrease)
$3,810,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$43,083$02023
Withum, Smith & BrownRETAINED BY EMPLOYER$9,372not reported in the loaded dataset2023

Related Form 5500 pages