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, Carrier Process Equipment Group, Inc. Cash Balance Plan is a benefit plan reported by Carrier Process Equipment Group, Inc. under EIN 81-2418317 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $6,612,847 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,612,847
- Total liabilities (EOY)
- $51,663
- Net assets (EOY)
- $6,561,184
- Net assets (BOY)
- $4,959,061
Income & contributions
- Employer contributions
- $1,035,000
- Total contributions
- $1,035,000
- Total income / additions
- $1,922,170
Expenses & distributions
- Benefits paid
- $282,093
- Administrative expenses
- $37,954
- Total expenses
- $320,047
- Net increase / (decrease)
- $1,602,123