Carr, Riggs & Ingram, LLC 401(K) Plan & Trust — Form 5500 plan (Carr, Riggs & Ingram, LLC)
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, Carr, Riggs & Ingram, LLC 401(K) Plan & Trust is a benefit plan reported by Carr, Riggs & Ingram, LLC under EIN 72-1396621 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,717 participants and $328,162,952 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$328.2MPlan net assets, end of year$328,162,952
Participants2.7KCovered participants reported2,717
Assets / participant$120.8KComputed: assets ÷ participants$120,781 (computed)
Provider compensation$151.7K1 Schedule C provider row(s)$151,726
- Plan sponsor
- Carr, Riggs & Ingram, LLC
- EIN
- 72-1396621
- Plan number
- 001
- Plan type
- 2
- Location
- Enterprise, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,717 | H, C | 20250714130509NAL0001748928001 |
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)$328.2M total assets
Net assets$328.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $328,162,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $328,162,952
- Net assets (BOY)
- $270,634,132
Income & contributions
- Employer contributions
- $7,655,277
- Participant contributions
- $15,947,575
- Total contributions
- $25,525,295
- Total income / additions
- $92,341,855
Expenses & distributions
- Benefits paid
- $34,661,309
- Administrative expenses
- $151,726
- Total expenses
- $34,813,035
- Net increase / (decrease)
- $57,528,820
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $151,726 | $0 | 2023 |