Carma Laboratories, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Carma Laboratories, 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, Carma Laboratories, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Carma Laboratories, Inc. under EIN 39-1256786 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $14,018,542 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14MPlan net assets, end of year$14,018,542
Participants218Covered participants reported
Assets / participant$64.3KComputed: assets ÷ participants$64,305 (computed)
Provider compensation$60.2K2 Schedule C provider row(s)$60,175
- Plan sponsor
- Carma Laboratories, Inc.
- EIN
- 39-1256786
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20240930150226NAL0002707939001 |
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)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,018,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,018,542
- Net assets (BOY)
- $11,329,074
Income & contributions
- Employer contributions
- $554,427
- Participant contributions
- $1,046,877
- Total contributions
- $1,673,878
- Total income / additions
- $3,662,051
Expenses & distributions
- Benefits paid
- $912,408
- Administrative expenses
- $60,175
- Total expenses
- $972,583
- Net increase / (decrease)
- $2,689,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $33,647 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $26,528 | $0 | 2023 |