Original filing (PDF)20250710141141NAL0015302578001

CARTER ELECTRIC CO., INC. 401(K) PROFIT SHARING PLAN

Name: CARTER ELECTRIC CO., INC. 401(K) PROFIT SHARING PLAN — CARTER ELECTRIC CO., INC, Form 5500 (2023)
Creator: CARTER ELECTRIC CO., INC. 401(K) PROFIT SHARING PLAN

Form 5500-SF

FILING_RECEIVED

CARTER ELECTRIC CO., INC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARTER ELECTRIC CO., INC. 401(K) PROFIT SHARING PLAN.

Plan sponsor

Name

CARTER ELECTRIC CO., INC. 401(K) PROFIT SHARING PLAN

EIN

59-0862377

Address

231 JEAN STREET · DAYTONA BEACH, FL · 32114

Phone

(386) 255-1418

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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