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ERIC AND BARBARA CARLE FOUNDATION, INC. — ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616125232NAL0000496739001
ERIC AND BARBARA CARLE FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
ERIC AND BARBARA CARLE FOUNDATION, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$69K
Net assets (EOY)
$69K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ERIC AND BARBARA CARLE FOUNDATION, INC.
.
Find decision makers
Plan sponsor
Name
ERIC AND BARBARA CARLE FOUNDATION, INC.
EIN
82-2036857
Address
84 NORTH STREET · NORTHAMPTON, MA · 01060
Phone
(413) 586-2046
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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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Helping the score
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