Carpionato Properties, Inc. 401(K) Plan — Form 5500 plan (Carpionato Properties, 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, Carpionato Properties, Inc. 401(K) Plan is a benefit plan reported by Carpionato Properties, Inc. under EIN 05-0474550 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $8,030,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carpionato Properties, Inc.
EIN
05-0474550
Plan number
001
Plan type
2
Location
Johnston, RI
Latest filing year
2023
Participants
253
End-of-year plan assets
$8,030,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20240903152542NAL0019071441001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,030,720
Total liabilities (EOY)
$0
Net assets (EOY)
$8,030,720
Net assets (BOY)
$6,692,549

Income & contributions

Employer contributions
$231,961
Participant contributions
$621,178
Total contributions
$874,052
Total income / additions
$2,057,223

Expenses & distributions

Benefits paid
$701,589
Administrative expenses
$901
Total expenses
$719,052
Net increase / (decrease)
$1,338,171

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$0$17,0452023
Fidelity Investments InstitutionalRECORDKEEPER$401$02023

Related Form 5500 pages