Carnes Company Pension Plan — Form 5500 plan (Carnes Company)

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, Carnes Company Pension Plan is a benefit plan reported by Carnes Company under EIN 39-1568263 and plan number 007. The latest loaded filing year is 2023. The filing reports 217 participants and $8,503,974 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.5MPlan net assets, end of year$8,503,974
Participants217Covered participants reported
Assets / participant$39.2KComputed: assets ÷ participants$39,189 (computed)
Provider compensationNone reported
Plan sponsor
Carnes Company
EIN
39-1568263
Plan number
007
Plan type
2
Location
Pewaukee, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H20241011102400NAL0012367379001
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$429.6K
Benefits paid / distributions$429.6K
Full reported line items

Net assets

Total assets (EOY)
$8,503,974
Total liabilities (EOY)
$0
Net assets (EOY)
$8,503,974
Net assets (BOY)
$7,408,166

Income & contributions

Total contributions
$0
Total income / additions
$1,525,433

Expenses & distributions

Benefits paid
$429,625
Administrative expenses
$0
Total expenses
$429,625
Net increase / (decrease)
$1,095,808
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.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages