Carrthaxton Financial Group Ll 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Carrthaxton Financial Group Ll)
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, Carrthaxton Financial Group Ll 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Carrthaxton Financial Group Ll under EIN 46-3363813 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $699,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carrthaxton Financial Group Ll
- EIN
- 46-3363813
- Plan number
- 001
- Plan type
- 2
- Location
- Westford, MA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $699,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240509133215NAL0050491266001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $699,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $699,983
- Net assets (BOY)
- $530,257
Income & contributions
- Employer contributions
- $27,460
- Participant contributions
- $79,536
- Total income / additions
- $171,880
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,154
- Total expenses
- $2,154
- Net increase / (decrease)
- $169,726
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.