Carti Tax Sheltered Annuity Plan — Form 5500 plan (Central Arkansas Radiation Therapy Institute)
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, Carti Tax Sheltered Annuity Plan is a benefit plan reported by Central Arkansas Radiation Therapy Institute under EIN 71-0437657 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,253 participants and $65,669,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Arkansas Radiation Therapy Institute
- EIN
- 71-0437657
- Plan number
- 004
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 1,253
- End-of-year plan assets
- $65,669,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,253 | H, C | 20250103121258NAL0001933267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,669,002
- Total liabilities (EOY)
- $2,003
- Net assets (EOY)
- $65,666,999
- Net assets (BOY)
- $54,811,100
Income & contributions
- Employer contributions
- $1,524,069
- Participant contributions
- $5,299,661
- Total contributions
- $8,100,648
- Total income / additions
- $15,684,768
Expenses & distributions
- Benefits paid
- $4,608,476
- Administrative expenses
- $217,556
- Total expenses
- $4,828,869
- Net increase / (decrease)
- $10,855,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aptus Financial LLC | SERVICE PROVIDER | $0 | $39,100 | 2023 |
| Erisa Services Midwest, LLC | THIRD PARTY ADMIN | $0 | $19,238 | 2023 |
| Erisa Services, Inc. | THIRD PARY ADMIN | $0 | $5,841 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Arkansas Radiation Therapy Institute
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Aptus Financial LLC — Schedule C compensation
- Erisa Services Midwest, LLC — Schedule C compensation
- Erisa Services, Inc. — Schedule C compensation