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, Carter-Jones Companies 401(K) Retirement Plan is a benefit plan reported by Carter-Jones Companies, Inc. under EIN 34-1128274 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,482 participants and $142,559,539 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $142,559,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $142,559,539
- Net assets (BOY)
- $116,436,147
Income & contributions
- Employer contributions
- $2,699,859
- Participant contributions
- $14,108,337
- Total contributions
- $17,836,602
- Total income / additions
- $36,427,938
Expenses & distributions
- Benefits paid
- $10,193,692
- Administrative expenses
- $107,419
- Total expenses
- $10,304,546
- Net increase / (decrease)
- $26,123,392