Carle Profit Sharing Plan — Form 5500 plan (Carle Holding Company, 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, Carle Profit Sharing Plan is a benefit plan reported by Carle Holding Company, Inc. under EIN 37-1188284 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,763 participants and $327,057,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carle Holding Company, Inc.
- EIN
- 37-1188284
- Plan number
- 002
- Plan type
- 2
- Location
- Urbana, IL
- Latest filing year
- 2023
- Participants
- 2,763
- End-of-year plan assets
- $327,057,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,763 | H, C | 20241210083429NAL0010037697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $327,057,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $327,057,038
- Net assets (BOY)
- $289,134,910
Income & contributions
- Employer contributions
- $758,566
- Participant contributions
- $4,548,641
- Total contributions
- $6,289,935
- Total income / additions
- $55,129,804
Expenses & distributions
- Benefits paid
- $17,033,862
- Administrative expenses
- $165,021
- Total expenses
- $17,207,676
- Net increase / (decrease)
- $37,922,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cozad Asset Management Inc. | AFFIL PLAN RECRDKEEPER | $60,170 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | AFFIL PLAN RECRDKEEPER | $7 | $45,719 | 2023 |
| Choreo LLC | AFFIL PLAN RECRDKEEPER | $28,330 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | AFFIL PLAN RECRDKEEPER | $16,084 | not reported in the loaded dataset | 2023 |
| Ruedi Wealth Mgmt Inc. | AFFIL PLAN RECRDKEEPER | $14,387 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carle Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Urbana, IL
- Cozad Asset Management Inc. — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Choreo LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Ruedi Wealth Mgmt Inc. — Schedule C compensation