Carley Corporation 401(K) Plan — Form 5500 plan (Carley Corporation)
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, Carley Corporation 401(K) Plan is a benefit plan reported by Carley Corporation under EIN 59-3067791 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $12,111,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carley Corporation
- EIN
- 59-3067791
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $12,111,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240812142238NAL0009550177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,111,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,111,340
- Net assets (BOY)
- $9,821,068
Income & contributions
- Employer contributions
- $367,155
- Participant contributions
- $1,070,667
- Total contributions
- $1,549,966
- Total income / additions
- $3,328,447
Expenses & distributions
- Benefits paid
- $996,500
- Administrative expenses
- $40,458
- Total expenses
- $1,038,175
- Net increase / (decrease)
- $2,290,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard | RECORDKEEPING | $25,033 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | SERVICE PROVIDER | $10,205 | not reported in the loaded dataset | 2023 |