The Carroll Companies 401k Profit Sharing Plan — Form 5500 plan (Alaris Homes, 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, The Carroll Companies 401k Profit Sharing Plan is a benefit plan reported by Alaris Homes, Inc. under EIN 56-1490479 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $9,506,452 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.5MPlan net assets, end of year$9,506,452
Participants399Covered participants reported
Assets / participant$23.8KComputed: assets ÷ participants$23,826 (computed)
Provider compensation$47.9K3 Schedule C provider row(s)$47,909
- Plan sponsor
- Alaris Homes, Inc.
- EIN
- 56-1490479
- Plan number
- 001
- Plan type
- 2
- Location
- Greensboro, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 399 | H, C | 20240923131544NAL0021094354001 |
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)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,506,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,506,452
- Net assets (BOY)
- $6,579,575
Income & contributions
- Employer contributions
- $421,703
- Participant contributions
- $798,688
- Total contributions
- $2,020,407
- Total income / additions
- $3,618,999
Expenses & distributions
- Benefits paid
- $644,213
- Administrative expenses
- $47,909
- Total expenses
- $692,122
- Net increase / (decrease)
- $2,926,877
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $19,881 | $0 | 2023 |
| Mma Securities, LLC | NONE | $15,387 | not reported in the loaded dataset | 2023 |
| Lpl Financial Rpcp | NONE | $12,641 | not reported in the loaded dataset | 2023 |