Plan Ledger DOL Form 5500 · updated monthly

Carl Warren & Company, LLC401(k)

CARL WARREN & COMPANY 401(K) PLAN II · SANTA ANA, CA · plan year 2022

Plan assets · 2022
$0

Carl Warren & Company, LLC's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $0 across 0 participant accounts. See methodology for what Form 5500 does and doesn't capture.

In 2022, employees put in $79.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$0
Participants with balances0
Active participants0
Employer contributions$457
Employee contributions$36,141
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$285
Plan auditUnmodified (clean) audit opinion
All plans at this employer2
CARL WARREN & COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP
CARL WARREN & COMPANY 401(K) PLAN II401(k)

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Source: U.S. Department of Labor, Form 5500 series, EIN 952917562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.