Carel Usa 401k Plan — Form 5500 plan (Carel Usa, 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, Carel Usa 401k Plan is a benefit plan reported by Carel Usa, LLC under EIN 23-2786822 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $6,750,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carel Usa, LLC
- EIN
- 23-2786822
- Plan number
- 001
- Plan type
- 2
- Location
- Manheim, PA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $6,750,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H | 20241015085806NAL0027884129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,750,782
- Total liabilities (EOY)
- $1,688
- Net assets (EOY)
- $6,749,094
- Net assets (BOY)
- $4,873,590
Income & contributions
- Employer contributions
- $428,363
- Participant contributions
- $687,954
- Total contributions
- $1,159,523
- Total income / additions
- $2,037,907
Expenses & distributions
- Benefits paid
- $160,628
- Administrative expenses
- $1,775
- Total expenses
- $162,403
- Net increase / (decrease)
- $1,875,504
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.