The D/T Carson Enterprises Inc. Employees 401k Retirement Savings Plan — Form 5500 plan (D/T Carson 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, The D/T Carson Enterprises Inc. Employees 401k Retirement Savings Plan is a benefit plan reported by D/T Carson Enterprises Inc. under EIN 95-4104013 and plan number 001. The latest loaded filing year is 2023. The filing reports 696 participants and $8,396,206 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.4MPlan net assets, end of year$8,396,206
Participants696Covered participants reported
Assets / participant$12.1KComputed: assets ÷ participants$12,064 (computed)
Provider compensation$37K1 Schedule C provider row(s)$37,041
- Plan sponsor
- D/T Carson Enterprises Inc.
- EIN
- 95-4104013
- Plan number
- 001
- Plan type
- 2
- Location
- Murrieta, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20250113201257NAL0018928945001 |
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)$8.4M total assets
Net assets$8.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,396,206
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,396,206
- Net assets (BOY)
- $7,008,809
Income & contributions
- Employer contributions
- $223,635
- Participant contributions
- $510,334
- Total contributions
- $828,004
- Total income / additions
- $2,178,936
Expenses & distributions
- Benefits paid
- $791,539
- Administrative expenses
- $0
- Total expenses
- $791,539
- Net increase / (decrease)
- $1,387,397
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $0 | $37,041 | 2023 |