Carr Lane Manufacturing Co. Profit Sharing/401k Plan — Form 5500 plan (Carr Lane Manufacturing 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, Carr Lane Manufacturing Co. Profit Sharing/401k Plan is a benefit plan reported by Carr Lane Manufacturing Company under EIN 43-0673233 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $8,848,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carr Lane Manufacturing Company
- EIN
- 43-0673233
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $8,848,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20241010112608NAL0019987809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,848,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,848,273
- Net assets (BOY)
- $7,752,351
Income & contributions
- Employer contributions
- $347,666
- Participant contributions
- $337,108
- Total contributions
- $684,774
- Total income / additions
- $1,832,509
Expenses & distributions
- Benefits paid
- $697,842
- Administrative expenses
- $38,745
- Total expenses
- $736,587
- Net increase / (decrease)
- $1,095,922
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tap Consulting Dba Genex Consulting | INVESTMENT ADVISOR | $17,376 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $14,480 | $0 | 2023 |
| Benefit Plans Plus | CONTRACT ADMIN | $0 | $7,898 | 2023 |
| Leafhouse Financial Advisory LLC | INVESTMENT ADVISOR | $3,949 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $3,113 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carr Lane Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Tap Consulting Dba Genex Consulting — Schedule C compensation
- Empower Annuity Ins Company Of Amer — Schedule C compensation
- Benefit Plans Plus — Schedule C compensation
- Leafhouse Financial Advisory LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation