Carson-Dellosa Publishing, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Carson-Dellosa Publishing, 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, Carson-Dellosa Publishing, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Carson-Dellosa Publishing, LLC under EIN 27-0645872 and plan number 002. The latest loaded filing year is 2023. The filing reports 155 participants and $9,133,773 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.1MPlan net assets, end of year$9,133,773
Participants155Covered participants reported
Assets / participant$58.9KComputed: assets ÷ participants$58,928 (computed)
Provider compensation$59.5K3 Schedule C provider row(s)$59,527
- Plan sponsor
- Carson-Dellosa Publishing, LLC
- EIN
- 27-0645872
- Plan number
- 002
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20240723081644NAL0019129664001 |
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)$9.1M total assets
Net assets$9.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,133,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,133,773
- Net assets (BOY)
- $8,751,704
Income & contributions
- Employer contributions
- $111,666
- Participant contributions
- $321,555
- Total contributions
- $445,192
- Total income / additions
- $2,037,883
Expenses & distributions
- Benefits paid
- $1,573,504
- Administrative expenses
- $61,027
- Total expenses
- $1,655,814
- Net increase / (decrease)
- $382,069
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Davenport & Company, LLC | NONE | $29,190 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $20,487 | not reported in the loaded dataset | 2023 |
| Breslow Starling Frost Warner Boger | NONE | $9,850 | not reported in the loaded dataset | 2023 |