Active/Carter 401k Plan — Form 5500 plan (Active Manufacturing, Corp.)
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, Active/Carter 401k Plan is a benefit plan reported by Active Manufacturing, Corp. under EIN 38-2682260 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $11,188,281 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.2MPlan net assets, end of year$11,188,281
Participants136Covered participants reported
Assets / participant$82.3KComputed: assets ÷ participants$82,267 (computed)
Provider compensation$19.7K2 Schedule C provider row(s)$19,673
- Plan sponsor
- Active Manufacturing, Corp.
- EIN
- 38-2682260
- Plan number
- 001
- Plan type
- 2
- Location
- Spring Lake, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240903141805NAL0019005777001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,188,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,188,281
- Net assets (BOY)
- $8,843,835
Income & contributions
- Employer contributions
- $355,484
- Participant contributions
- $435,672
- Total contributions
- $810,404
- Total income / additions
- $2,739,943
Expenses & distributions
- Benefits paid
- $347,983
- Administrative expenses
- $47,514
- Total expenses
- $395,497
- Net increase / (decrease)
- $2,344,446
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
45%55%
Employer 45%Participant 55%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | RIA | $0 | $18,405 | 2023 |
| John Hancock Life Ins Co | RECORDKEEPER | $1,268 | $0 | 2023 |