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, Carter Healthcare, LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Carter Healthcare,LLC under EIN 73-1443438 and plan number 001. The latest loaded filing year is 2023. The filing reports 740 participants and $11,575,519 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,575,519
- Total liabilities (EOY)
- $17,193
- Net assets (EOY)
- $11,558,326
- Net assets (BOY)
- $11,088,476
Income & contributions
- Employer contributions
- $788
- Participant contributions
- $468,202
- Total contributions
- $577,295
- Total income / additions
- $2,253,272
Expenses & distributions
- Benefits paid
- $1,712,743
- Administrative expenses
- $56,931
- Total expenses
- $1,783,422
- Net increase / (decrease)
- $469,850