Carroll Daniel Construction Company Retirement Plan — Form 5500 plan (Carroll Daniel Construction Company)
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 Daniel Construction Company Retirement Plan is a benefit plan reported by Carroll Daniel Construction Company under EIN 58-1102289 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $23,186,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll Daniel Construction Company
- EIN
- 58-1102289
- Plan number
- 001
- Plan type
- 2
- Location
- Gainesville, GA
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $23,186,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20250709065940NAL0004525489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,186,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,186,185
- Net assets (BOY)
- $14,993,406
Income & contributions
- Employer contributions
- $1,355,163
- Participant contributions
- $2,527,695
- Total contributions
- $4,858,688
- Total income / additions
- $9,231,793
Expenses & distributions
- Benefits paid
- $918,448
- Administrative expenses
- $120,566
- Total expenses
- $1,039,014
- Net increase / (decrease)
- $8,192,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $120,566 | $0 | 2023 |
| Lpl Financial LLC | OTHER SERVICES | $0 | $13,156 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carroll Daniel Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Gainesville, GA
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation