Carnevale & Lohr, Inc.-Plan B 401(K) Profit Sharing Plan — Form 5500 plan (Carnevale & Lohr, 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, Carnevale & Lohr, Inc.-Plan B 401(K) Profit Sharing Plan is a benefit plan reported by Carnevale & Lohr, Inc. under EIN 95-1988768 and plan number 004. The latest loaded filing year is 2023. The filing reports 4 participants and $6,354,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carnevale & Lohr, Inc.
- EIN
- 95-1988768
- Plan number
- 004
- Plan type
- 2
- Location
- Bell Gardens, CA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $6,354,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20251222101323NAL0009613937001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,354,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,354,535
- Net assets (BOY)
- $5,871,861
Income & contributions
- Employer contributions
- $84,000
- Participant contributions
- $0
- Total income / additions
- $770,200
Expenses & distributions
- Benefits paid
- $243,510
- Administrative expenses
- $44,016
- Total expenses
- $287,526
- Net increase / (decrease)
- $482,674
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.