The Carlyle Johnson Machine Company LLC Retirement Plan & Trust — Form 5500 plan (The Carlyle Johnson Machine Company, LLC)
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, The Carlyle Johnson Machine Company LLC Retirement Plan & Trust is a benefit plan reported by The Carlyle Johnson Machine Company, LLC under EIN 06-1450608 and plan number 001. The latest loaded filing year is 2023. The filing reports 49 participants and $5,454,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Carlyle Johnson Machine Company, LLC
- EIN
- 06-1450608
- Plan number
- 001
- Plan type
- 2
- Location
- Bolton, CT
- Latest filing year
- 2023
- Participants
- 49
- End-of-year plan assets
- $5,454,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 49 | I | 20240924075230NAL0025644866001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,454,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,454,914
- Net assets (BOY)
- $5,681,743
Income & contributions
- Employer contributions
- $62,858
- Participant contributions
- $266,942
- Total income / additions
- $1,091,027
Expenses & distributions
- Benefits paid
- $1,310,582
- Administrative expenses
- $742
- Total expenses
- $1,317,856
- Net increase / (decrease)
- -$226,829
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.