Carriage House Investments Company Employees' Profit Sharing Plan — Form 5500 plan (Carriage House Investments 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, Carriage House Investments Company Employees' Profit Sharing Plan is a benefit plan reported by Carriage House Investments Company under EIN 45-5621774 and plan number 003. The latest loaded filing year is 2023. The filing reports 326 participants and $52,625,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carriage House Investments Company
- EIN
- 45-5621774
- Plan number
- 003
- Plan type
- 2
- Location
- Logan, UT
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $52,625,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241001173948NAL0003492931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,625,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,625,732
- Net assets (BOY)
- $43,039,275
Income & contributions
- Employer contributions
- $5,395,946
- Total contributions
- $5,395,946
- Total income / additions
- $10,981,009
Expenses & distributions
- Benefits paid
- $1,125,223
- Administrative expenses
- $269,329
- Total expenses
- $1,394,552
- Net increase / (decrease)
- $9,586,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | NONE | $269,329 | $240 | 2023 |