· 2022–2024 · DOL EFAST2

CARL'S EQUIPMENT & SUPPLY, INC. — CARL'S EQUIPMENT & SUPPLY, INC. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250118093728NAL0026731233001

CARL'S EQUIPMENT & SUPPLY, INC.

Form 5500-SF

FILING_RECEIVED

CARL'S EQUIPMENT & SUPPLY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARL'S EQUIPMENT & SUPPLY, INC..

Plan sponsor

Name

CARL'S EQUIPMENT & SUPPLY, INC.

EIN

11-2040908

Address

PO BOX 1013 · SYOSSET, NY · 117910080

Phone

(516) 364-8414

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-28

Tax period

2024-06-27

Filed

2025-01-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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