New Carbon Company, LLC 401(K) Retirement Plan — Form 5500 plan (New Carbon Company, LLC)

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, New Carbon Company, LLC 401(K) Retirement Plan is a benefit plan reported by New Carbon Company, LLC under EIN 38-3872835 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $6,201,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Carbon Company, LLC
EIN
38-3872835
Plan number
001
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
217
End-of-year plan assets
$6,201,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241011064518NAL0021442577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,201,290
Total liabilities (EOY)
$0
Net assets (EOY)
$6,201,290
Net assets (BOY)
$4,638,069

Income & contributions

Employer contributions
$202,137
Participant contributions
$726,795
Total contributions
$1,011,444
Total income / additions
$1,881,910

Expenses & distributions

Benefits paid
$346,906
Administrative expenses
$25,357
Total expenses
$376,355
Net increase / (decrease)
$1,505,555

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$16,491$02023
Kathmere Capital Management LLCINVESTMENT ADVISOR$8,866not reported in the loaded dataset2023

Related Form 5500 pages