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CARSON CAPITAL CORP. — D/T CARSON ENTERPRISES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260115154507NAL0016559025001
CARSON CAPITAL CORP.
Form 5500
FILING_RECEIVED
D/T CARSON ENTERPRISES EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
331
Accounts w/ balance
318
Plan assets (EOY)
$11.1M
Net assets (EOY)
-$5.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARSON CAPITAL CORP.
.
Find decision makers
Plan sponsor
Name
CARSON CAPITAL CORP.
EIN
33-0660737
Address
42882 IVY ST · MURRIETA, CA · 92562
Phone
(951) 684-9585
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RP&B, INC. APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $11.1M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Carson Capital Corp. 1,000,000 Shares Common Stock
—
—
$19.0M
$11.1M
100.0%
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100
Knocking points off
Top holding "Carson Capital Corp. 1,000,000 Shares Common Stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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