Carter Management Retirement Plan — Form 5500 plan (Carter Management, Inc.)
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, Carter Management Retirement Plan is a benefit plan reported by Carter Management, Inc. under EIN 46-5383533 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $375,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carter Management, Inc.
- EIN
- 46-5383533
- Plan number
- 001
- Plan type
- 2
- Location
- Dakota Dunes, SD
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $375,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240329132845NAL0007404832001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $375,332
- Net assets (EOY)
- $375,332
- Net assets (BOY)
- $329,158
Income & contributions
- Total income / additions
- $46,174
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $46,174
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.