John H. Carter Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (John H. Carter Co., 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, John H. Carter Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by John H. Carter Co., Inc. under EIN 72-0494338 and plan number 002. The latest loaded filing year is 2023. The filing reports 796 participants and $39,486,818 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39.5MPlan net assets, end of year$39,486,818
Participants796Covered participants reported
Assets / participant$49.6KComputed: assets ÷ participants$49,607 (computed)
Provider compensation$103.8K2 Schedule C provider row(s)$103,821
- Plan sponsor
- John H. Carter Co., Inc.
- EIN
- 72-0494338
- Plan number
- 002
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 796 | H, C | 20241009102921NAL0037473330001 |
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)$39.5M total assets
Net assets$39.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,486,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,486,818
- Net assets (BOY)
- $34,991,720
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $3,719,998
- Total contributions
- $4,305,506
- Total income / additions
- $10,309,982
Expenses & distributions
- Benefits paid
- $5,644,203
- Administrative expenses
- $103,821
- Total expenses
- $5,814,884
- Net increase / (decrease)
- $4,495,098
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $63,321 | $0 | 2023 |
| Capfinancial Partners LLC | CONSULTANT | $40,500 | not reported in the loaded dataset | 2023 |