Carco Group, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Carco Group, 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, Carco Group, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Carco Group, Inc. under EIN 11-2504343 and plan number 001. The latest loaded filing year is 2023. The filing reports 966 participants and $33,550,929 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carco Group, Inc.
EIN
11-2504343
Plan number
001
Plan type
2
Location
Holtsville, NY
Latest filing year
2023
Participants
966
End-of-year plan assets
$33,550,929

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023966H, C20241013103307NAL0012389955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,550,929
Total liabilities (EOY)
$0
Net assets (EOY)
$33,550,929
Net assets (BOY)
$29,022,714

Income & contributions

Employer contributions
$1,131,821
Participant contributions
$3,260,081
Total contributions
$4,846,290
Total income / additions
$9,775,001

Expenses & distributions

Benefits paid
$5,068,855
Administrative expenses
$97,197
Total expenses
$5,246,786
Net increase / (decrease)
$4,528,215

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$79,924$02023
Adp, Inc.RECORD KEEPER$17,271$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages