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Original filing (PDF)20240329134702NAL0007481248001
D AND M CARTER LLC
Form 5500-SF
FILING_RECEIVED
D AND M CARTER LLC SOCA BENEFIT PLAN
Health & welfare plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D AND M CARTER LLC.
Plan sponsor
Name
D AND M CARTER LLC
EIN
80-0903332
Address
PO BOX 20 · MIAMIVILLE, OH · 45147
Phone
(513) 535-0098
Industry
Constructionsee all
Plan administrator
Name
MATT APPENZELLER
EIN
47-1277622
City
CINCINNATI, OH
Phone
(513) 452-5103
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-09-01
Tax period
2023-08-31
Filed
2024-03-29
Welfare benefit codes
4A · Health (other than dental or vision)
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 providersRelated plans
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