D/T Carson Enterprises Employee Stock Ownership Plan — Form 5500 plan (Carson Capital Corp.)
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, D/T Carson Enterprises Employee Stock Ownership Plan is a benefit plan reported by Carson Capital Corp. under EIN 33-0660737 and plan number 002. The latest loaded filing year is 2023. The filing reports 470 participants and $7,876,300 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)-$9MPlan net assets, end of year-$9,044,675
Participants470Covered participants reported
Assets / participant$16.8KComputed: assets ÷ participants$16,758 (computed)
Provider compensationNone reported
- Plan sponsor
- Carson Capital Corp.
- EIN
- 33-0660737
- Plan number
- 002
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 470 | H | 20250115154509NAL0034561344001 |
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)$7.9M total assets
Net assets-$9MLiabilities$16.9M
Full reported line items
Net assets
- Total assets (EOY)
- $7,876,300
- Total liabilities (EOY)
- $16,920,975
- Net assets (EOY)
- -$9,044,675
- Net assets (BOY)
- -$15,142,895
Income & contributions
- Employer contributions
- $959,723
- Total contributions
- $959,723
- Total income / additions
- $6,404,123
Expenses & distributions
- Administrative expenses
- $100
- Total expenses
- $305,903
- Net increase / (decrease)
- $6,098,220
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.