Plan5500

Carnegie Dartlet, LLC 401(K) Plan — Form 5500 plan (Carnegie Dartlet, 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, Carnegie Dartlet, LLC 401(K) Plan is a benefit plan reported by Carnegie Dartlet, LLC under EIN 85-3168237 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $12,761,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carnegie Dartlet, LLC
EIN
85-3168237
Plan number
001
Plan type
2
Location
Westford, MA
Latest filing year
2023
Participants
243
End-of-year plan assets
$12,761,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241011074356NAL0038136112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,761,820
Total liabilities (EOY)
$0
Net assets (EOY)
$12,761,820
Net assets (BOY)
$8,803,580

Income & contributions

Employer contributions
$784,370
Participant contributions
$1,636,774
Total contributions
$2,901,624
Total income / additions
$4,738,733

Expenses & distributions

Benefits paid
$718,648
Administrative expenses
$61,845
Total expenses
$780,493
Net increase / (decrease)
$3,958,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ccr Wealth ManagementINVESTMENT ADVISOR$35,156not reported in the loaded dataset2023
July Business Services, LLCRECORDKEEPER$20,840not reported in the loaded dataset2023

Related Form 5500 pages