Carollo Engineers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Carollo Engineers, 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, Carollo Engineers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Carollo Engineers, Inc. under EIN 86-0899222 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,693 participants and $341,924,676 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$341.9MPlan net assets, end of year$341,924,676
Participants1.7KCovered participants reported1,693
Assets / participant$202KComputed: assets ÷ participants$201,964 (computed)
Provider compensation$166.4K2 Schedule C provider row(s)$166,423
- Plan sponsor
- Carollo Engineers, Inc.
- EIN
- 86-0899222
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,693 | H, C | 20241015113721NAL0029424833001 |
Schedule H · 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)$341.9M total assets
Net assets$341.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $341,924,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $341,924,676
- Net assets (BOY)
- $275,955,532
Income & contributions
- Employer contributions
- $6,070,682
- Participant contributions
- $18,859,509
- Total contributions
- $28,073,628
- Total income / additions
- $82,653,810
Expenses & distributions
- Benefits paid
- $16,487,390
- Administrative expenses
- $166,248
- Total expenses
- $16,684,666
- Net increase / (decrease)
- $65,969,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $91,009 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $75,414 | not reported in the loaded dataset | 2023 |