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 401(K) Plan is a benefit plan reported by Carter Express, Inc. under EIN 35-0962735 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,929 participants and $23,577,075 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,577,075
- Total liabilities (EOY)
- $38,642
- Net assets (EOY)
- $23,538,433
- Net assets (BOY)
- $19,539,138
Income & contributions
- Employer contributions
- $1,311,747
- Participant contributions
- $2,870,907
- Total contributions
- $4,254,467
- Total income / additions
- $7,472,129
Expenses & distributions
- Benefits paid
- $3,408,758
- Administrative expenses
- $32,388
- Total expenses
- $3,472,834
- Net increase / (decrease)
- $3,999,295