Plan5500

Carlat Construction, Inc. Self Funded Medical Reimbursement Plan — Form 5500 plan (Carlat Construction, 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, Carlat Construction, Inc. Self Funded Medical Reimbursement Plan is a benefit plan reported by Carlat Construction, Inc. under EIN 73-1625610 and plan number 502. The latest loaded filing year is 2023. The filing reports 6 participants and $12,301 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.3KPlan net assets, end of year$12,301
Participants6Covered participants reported
Assets / participant$2.1KComputed: assets ÷ participants$2,050 (computed)
Provider compensationNone reported
Plan sponsor
Carlat Construction, Inc.
EIN
73-1625610
Plan number
502
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6 participants · 2Sch I
    View filing →
Schedule I · 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)$12.3K total assets
Net assets$12.3KLiabilities—
Money in vs. money out
Total income / additions$18.9K
Total expenses$6.6K
Benefits paid / distributions$1.6K
Contributions
Employer$9.6K
Participant$8.9K
Full reported line items

Net assets

Total assets (EOY)
$12,301
Net assets (EOY)
$12,301
Net assets (BOY)
$0

Income & contributions

Employer contributions
$9,649
Participant contributions
$8,928
Total income / additions
$18,949

Expenses & distributions

Benefits paid
$1,572
Administrative expenses
$5,076
Total expenses
$6,648
Net increase / (decrease)
$12,301
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.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets54%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Carlat Construction, Inc. Self Funded Medical Reimbursement Plan?
Carlat Construction, Inc. Self Funded Medical Reimbursement Plan is reported as sponsored by Carlat Construction, Inc. (EIN 73-1625610, plan number 502) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Carlat Construction, Inc. Self Funded Medical Reimbursement Plan?
The latest Form 5500 filing year loaded for Carlat Construction, Inc. Self Funded Medical Reimbursement Plan is 2023.
How many participants does Carlat Construction, Inc. Self Funded Medical Reimbursement Plan report?
Carlat Construction, Inc. Self Funded Medical Reimbursement Plan reports 6 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Carlat Construction, Inc. Self Funded Medical Reimbursement Plan?
Carlat Construction, Inc. Self Funded Medical Reimbursement Plan reports $12,301 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages