Carter & Associates Retirement Savings Plan — Form 5500 plan (Carter & Associates Enterprises, 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 & Associates Retirement Savings Plan is a benefit plan reported by Carter & Associates Enterprises, Inc. under EIN 58-1713983 and plan number 002. The latest loaded filing year is 2023. The filing reports 105 participants and $14,456,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carter & Associates Enterprises, Inc.
- EIN
- 58-1713983
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $14,456,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20240906114031NAL0001047217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,456,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,456,231
- Net assets (BOY)
- $12,169,664
Income & contributions
- Employer contributions
- $151,232
- Participant contributions
- $461,770
- Total contributions
- $740,427
- Total income / additions
- $2,677,181
Expenses & distributions
- Benefits paid
- $328,463
- Administrative expenses
- $62,151
- Total expenses
- $390,614
- Net increase / (decrease)
- $2,286,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | OTHER | $32,832 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,250 | $0 | 2023 |
| Windham Brannon, P.C. | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
| Windham Brannon, P.C. | OTHER | $31 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carter & Associates Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Windham Brannon, P.C. — Schedule C compensation