Carroll Family Enterprises Inc. 401(K) Plan — Form 5500 plan (Carroll Family Enterprises 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, Carroll Family Enterprises Inc. 401(K) Plan is a benefit plan reported by Carroll Family Enterprises Inc. under EIN 87-4551951 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $860,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$860KPlan net assets, end of year$860,000
Participants1Covered participants reported
Assets / participant$860KComputed: assets ÷ participants$860,000 (computed)
Provider compensationNone reported
Plan sponsor
Carroll Family Enterprises Inc.
EIN
87-4551951
Plan number
001
Plan type
2
Location
Garden City, ID
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    1 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)$860K total assets
Net assets$860KLiabilities$0
Money in vs. money out
Total income / additions$0
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$860,000
Total liabilities (EOY)
$0
Net assets (EOY)
$860,000
Net assets (BOY)
$860,000

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$0

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$0
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.

Related Form 5500 pages