Plan Ledger DOL Form 5500 · updated monthly

Carley CorporationESOP

CARLEY CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · ORLANDO, FL · plan year 2024

Employer contribution per participant · 2024
$2,801

Carley Corporation's 2024 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 $25,344,593 across 166 participant accounts, with employer contributions averaging $2,801 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.001%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 934th-largest of 3,644 plans among Florida employers on file, and the 4,709th of 11,654 in professional & technical services. active participation has shrunk from 132 to 116 since 2022.

Plan summary
Net assets, end of year$25,344,593
Participants with balances166
Active participants116
Employer contributions$324,972
Employee contributions—
Employer contribution per active participant$2,801
Average account balance$152,678
Benefits paid to participants$201,752
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.3M · 166 accts · $325K emplr
2023$23.2M · 163 accts · $304K emplr
2022$17.2M · 147 accts · $186K emplr
Employer contributions to the Carley Corporation plan · 2024
Employer contribution per active participant$2,801
Median for plans this size$2,416
2024$2,801 per active participant
2023$2,098 per active participant
2022$1,411 per active participant

Carley Corporation's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024Not separately reported
2023$250 · 0.00%
2022$170 · 0.00%
All plans at this employer2
CARLEY CORPORATION 401(K) PLAN401(k)
CARLEY CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 593067791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.