The Carlstar Group LLC 401(K) Plan — Form 5500 plan (The Carlstar Group 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, The Carlstar Group LLC 401(K) Plan is a benefit plan reported by The Carlstar Group LLC under EIN 38-3918236 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,570 participants and $65,986,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Carlstar Group LLC
- EIN
- 38-3918236
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, TN
- Latest filing year
- 2023
- Participants
- 1,570
- End-of-year plan assets
- $65,986,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,570 | H, C | 20241015094556NAL0027980497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,986,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,986,072
- Net assets (BOY)
- $63,707,315
Income & contributions
- Employer contributions
- $2,222,403
- Participant contributions
- $3,777,609
- Total contributions
- $6,450,115
- Total income / additions
- $15,596,354
Expenses & distributions
- Benefits paid
- $12,986,999
- Administrative expenses
- $251,945
- Total expenses
- $13,317,597
- Net increase / (decrease)
- $2,278,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $251,287 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $108,631 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $11,451 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Carlstar Group LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Franklin, TN
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation