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, Employees' Retirement And Savings Plan Of Carter Machinery Company, Inc. is a benefit plan reported by Carter Machinery Company, Inc. under EIN 37-1170559 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,872 participants and $405,775,097 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $405,775,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $405,775,097
- Net assets (BOY)
- $340,824,871
Income & contributions
- Employer contributions
- $16,289,274
- Participant contributions
- $18,193,240
- Total contributions
- $36,828,150
- Total income / additions
- $91,398,264
Expenses & distributions
- Benefits paid
- $26,291,110
- Administrative expenses
- $156,928
- Total expenses
- $26,448,038
- Net increase / (decrease)
- $64,950,226