Carbo Forge, Inc. Employee Stock Ownership Plan — Form 5500 plan (Carbo Forge, 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, Carbo Forge, Inc. Employee Stock Ownership Plan is a benefit plan reported by Carbo Forge, Inc. under EIN 34-0892386 and plan number 002. The latest loaded filing year is 2023. The filing reports 48 participants and $19,053,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carbo Forge, Inc.
- EIN
- 34-0892386
- Plan number
- 002
- Plan type
- 2
- Location
- Fremont, OH
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $19,053,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240809074022NAL0003341619001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,053,154
- Total liabilities (EOY)
- $183
- Net assets (EOY)
- $19,052,971
- Net assets (BOY)
- $15,613,815
Income & contributions
- Employer contributions
- $500,000
- Participant contributions
- $0
- Total income / additions
- $3,571,397
Expenses & distributions
- Benefits paid
- $130,631
- Administrative expenses
- $0
- Total expenses
- $132,241
- Net increase / (decrease)
- $3,439,156
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.