Carrefour Associates LLC P/S 401k Plan — Form 5500 plan (Carrefour Associates L.L.C)

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, Carrefour Associates LLC P/S 401k Plan is a benefit plan reported by Carrefour Associates L.L.C under EIN 73-1493074 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,472 participants and $26,596,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carrefour Associates L.L.C
EIN
73-1493074
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
1,472
End-of-year plan assets
$26,596,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,472H, C20241014203323NAL0045891520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,596,209
Total liabilities (EOY)
$0
Net assets (EOY)
$26,596,209
Net assets (BOY)
$23,993,801

Income & contributions

Employer contributions
$321,914
Participant contributions
$2,047,102
Total contributions
$2,629,141
Total income / additions
$6,394,884

Expenses & distributions

Benefits paid
$3,647,822
Administrative expenses
$141,097
Total expenses
$3,792,476
Net increase / (decrease)
$2,602,408

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$88,990$02023
Merrill Lynch Retirement & BenefitNONE$52,107not reported in the loaded dataset2023

Related Form 5500 pages