Carroll Independent Fuel 401(K) Retirement Plan — Form 5500 plan (Carroll Independent Fuel, 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, Carroll Independent Fuel 401(K) Retirement Plan is a benefit plan reported by Carroll Independent Fuel, LLC under EIN 52-0265090 and plan number 001. The latest loaded filing year is 2023. The filing reports 878 participants and $39,956,261 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40MPlan net assets, end of year$39,956,261
Participants878Covered participants reported
Assets / participant$45.5KComputed: assets ÷ participants$45,508 (computed)
Provider compensation$64.8K2 Schedule C provider row(s)$64,776
Plan sponsor
Carroll Independent Fuel, LLC
EIN
52-0265090
Plan number
001
Plan type
2
Location
Sparks Glencoe, MD
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    878 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40M total assets
Net assets$40MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$987.2K
Participant$1.9M
Full reported line items

Net assets

Total assets (EOY)
$39,956,261
Total liabilities (EOY)
$0
Net assets (EOY)
$39,956,261
Net assets (BOY)
$32,993,500

Income & contributions

Employer contributions
$987,186
Participant contributions
$1,879,874
Total contributions
$3,015,671
Total income / additions
$8,916,463

Expenses & distributions

Benefits paid
$1,888,926
Administrative expenses
$64,776
Total expenses
$1,953,702
Net increase / (decrease)
$6,962,761
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    ADVISOR · Direct $69K
  2. 2
    RECORDKEEPER · Direct -$4.2K · Indirect $0

Related Form 5500 pages