Carley Corporation Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Carley Corporation under EIN 59-3067791 and plan number 002. The latest loaded filing year is 2023. The filing reports 154 participants and $25,287,085 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.2MPlan net assets, end of year$23,184,354
Participants154Covered participants reported
Assets / participant$164.2KComputed: assets ÷ participants$164,202 (computed)
Provider compensationNone reported
Plan sponsor
Carley Corporation
EIN
59-3067791
Plan number
002
Plan type
2
Location
Orlando, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H20240808071823NAL0010217330001
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)$25.3M total assets
Net assets$23.2MLiabilities$2.1M
Money in vs. money out
Total income / additions$6.2M
Total expenses$220.2K
Benefits paid / distributions$179.3K
Contributions
Employer$304.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$25,287,085
Total liabilities (EOY)
$2,102,731
Net assets (EOY)
$23,184,354
Net assets (BOY)
$17,201,644

Income & contributions

Employer contributions
$304,208
Total contributions
$304,208
Total income / additions
$6,202,958

Expenses & distributions

Benefits paid
$179,323
Administrative expenses
$250
Total expenses
$220,248
Net increase / (decrease)
$5,982,710
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages