Carrols Corporation Retirement Savings Plan — Form 5500 plan (Carrols Corporation)
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, Carrols Corporation Retirement Savings Plan is a benefit plan reported by Carrols Corporation under EIN 16-0958146 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,205 participants and $75,788,759 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$75.8MPlan net assets, end of year$75,788,759
Participants3.2KCovered participants reported3,205
Assets / participant$23.6KComputed: assets ÷ participants$23,647 (computed)
Provider compensation$245.1K1 Schedule C provider row(s)$245,070
- Plan sponsor
- Carrols Corporation
- EIN
- 16-0958146
- Plan number
- 002
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,205 | H, C | 20241014082013NAL0045296608001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$75.8M total assets
Net assets$75.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $75,788,759
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,788,759
- Net assets (BOY)
- $66,498,556
Income & contributions
- Employer contributions
- $1,972,587
- Participant contributions
- $6,327,162
- Total contributions
- $8,914,117
- Total income / additions
- $17,996,801
Expenses & distributions
- Benefits paid
- $8,446,209
- Administrative expenses
- $245,070
- Total expenses
- $8,706,598
- Net increase / (decrease)
- $9,290,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER9 | $245,070 | $0 | 2023 |