How big is Carleton V. Ltd.'s plan?

Carleton V. Ltd.'s plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20250827092458NAL0018652946001

Carleton V. Ltd.

Name: Carleton V. Ltd. — Carleton V. Ltd. 401(k) Plan, Form 5500 (2024)
Creator: Carleton V. Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carleton V. Ltd. 401(k) Plan

401(k) retirement plan · Carleton V. Ltd.'s Carleton V. Ltd. 401(k) Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Joanna YAN signed Carleton V. Ltd.'s 2024 Form 5500 as plan administrator.

Joanna YAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carleton V. Ltd.'s EIN is 13-2762487.

EIN 13-2762487

Plan number 001

Plan year 2024

ACK ID 20250827092458NAL0018652946001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carleton V. Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carleton V. Ltd.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLETON V. LTD..

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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

Vendor & structure

100

Helping the score