Carlie Cs 401k Plan — Form 5500 plan (Carlie Cs Operation Center 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, Carlie Cs 401k Plan is a benefit plan reported by Carlie Cs Operation Center Inc. under EIN 56-1275088 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,106 participants and $8,563,733 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carlie Cs Operation Center Inc.
EIN
56-1275088
Plan number
001
Plan type
2
Location
Dunn, NC
Latest filing year
2023
Participants
1,106
End-of-year plan assets
$8,563,733

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,106H, C20241011125632NAL0043732082001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,563,733
Total liabilities (EOY)
$0
Net assets (EOY)
$8,563,733
Net assets (BOY)
$8,081,293

Income & contributions

Employer contributions
$348,506
Participant contributions
$497,584
Total contributions
$851,417
Total income / additions
$1,819,345

Expenses & distributions

Benefits paid
$1,314,429
Administrative expenses
$22,476
Total expenses
$1,336,905
Net increase / (decrease)
$482,440

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$4,063$23,5182023
Bernard Robinson & CoAUDITOR$18,750$5,0002023
Edward D Jones And CoNONE$0$17,8392023

Related Form 5500 pages