Sam Carbis Solutions Group, LLC 401(K) Plan — Form 5500 plan (Sam Carbis Solutions Group, LLC)
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, Sam Carbis Solutions Group, LLC 401(K) Plan is a benefit plan reported by Sam Carbis Solutions Group, LLC under EIN 46-3778984 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $11,028,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sam Carbis Solutions Group, LLC
- EIN
- 46-3778984
- Plan number
- 001
- Plan type
- 2
- Location
- Florence, SC
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $11,028,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240925155312NAL0027236354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,028,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,028,827
- Net assets (BOY)
- $9,718,816
Income & contributions
- Employer contributions
- $174,959
- Participant contributions
- $459,010
- Total contributions
- $633,969
- Total income / additions
- $2,208,099
Expenses & distributions
- Benefits paid
- $852,577
- Administrative expenses
- $45,511
- Total expenses
- $898,088
- Net increase / (decrease)
- $1,310,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Trust Company | NONE | $42,454 | $0 | 2023 |
| Lpl Financial LLC | NONE | $2,757 | $0 | 2023 |
| T. Rowe Price | NONE | $300 | $0 | 2023 |
| Vanguard Funds | NONE | $0 | $0 | 2023 |
| Hartford Funds | NONE | $0 | $0 | 2023 |
| Jpmorgan Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sam Carbis Solutions Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Florence, SC
- American Trust Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Vanguard Funds — Schedule C compensation
- Hartford Funds — Schedule C compensation
- Jpmorgan Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- American Funds — Schedule C compensation