Bernardi Auto Group Retirement Plan — Form 5500 plan (Carney Management Company, 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, Bernardi Auto Group Retirement Plan is a benefit plan reported by Carney Management Company, Inc. under EIN 04-2901650 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $25,558,964 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carney Management Company, Inc.
- EIN
- 04-2901650
- Plan number
- 001
- Plan type
- 2
- Location
- Framingham, MA
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $25,558,964
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20241003051256NAL0004592691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,558,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,558,964
- Net assets (BOY)
- $23,088,602
Income & contributions
- Participant contributions
- $1,980,516
- Total contributions
- $2,041,949
- Total income / additions
- $5,743,677
Expenses & distributions
- Benefits paid
- $3,208,622
- Administrative expenses
- $51,498
- Total expenses
- $3,273,315
- Net increase / (decrease)
- $2,470,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $38,448 | $0 | 2023 |
| Withumsmithbrown, Pc | ACCOUNTANT | $12,450 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $600 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carney Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Framingham, MA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Withumsmithbrown, Pc — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation