Carabetta Group 401(K) Profit Sharing Plan — Form 5500 plan (Carabetta Management Company)
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, Carabetta Group 401(K) Profit Sharing Plan is a benefit plan reported by Carabetta Management Company under EIN 06-1098566 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $20,057,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carabetta Management Company
- EIN
- 06-1098566
- Plan number
- 001
- Plan type
- 2
- Location
- Meriden, CT
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $20,057,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20241009113515NAL0036864130001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,057,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,057,007
- Net assets (BOY)
- $17,405,877
Income & contributions
- Employer contributions
- $611,234
- Participant contributions
- $854,556
- Total contributions
- $1,702,349
- Total income / additions
- $4,038,828
Expenses & distributions
- Benefits paid
- $1,343,874
- Administrative expenses
- $42,774
- Total expenses
- $1,387,698
- Net increase / (decrease)
- $2,651,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $41,117 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,657 | $0 | 2023 |