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, Carrion, Laffitte & Cassellas, Inc. Retirement Plan is a benefit plan reported by Carrion, Laffitte & Cassellas, Inc. under EIN 66-0635623 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $8,448,988 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,448,988
- Total liabilities (EOY)
- $7,559
- Net assets (EOY)
- $8,441,429
- Net assets (BOY)
- $7,196,198
Income & contributions
- Employer contributions
- $187,192
- Participant contributions
- $448,355
- Total contributions
- $643,860
- Total income / additions
- $1,752,950
Expenses & distributions
- Benefits paid
- $441,867
- Administrative expenses
- $65,852
- Total expenses
- $507,719
- Net increase / (decrease)
- $1,245,231