OpenERISA

Dave Carter & Associates, INC.

Ocala, FL, 34474

EIN 59-1782814
Plans
2
Total participants
1,264
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
423600
Plan sponsors in FloridaWholesale Trade

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500002Dave Carter & Associates, INC. Employee Stock Ownership Plan117
2024Form 5500002Dave Carter & Associates, INC. Employee Stock Ownership Plan125
2024Form 5500501Dave Carter & Associates, INC. Health And Welfare Benefit Plan108
2023Form 5500002Dave Carter & Associates, INC. Employee Stock Ownership Plan137
2023Form 5500501Dave Carter & Associates, INC. Health And Welfare Benefit Plan113
2022Form 5500002Dave Carter & Associates, INC. Employee Stock Ownership Plan133
2022Form 5500501Dave Carter & Associates, INC. Health And Welfare Benefit Plan114
2021Form 5500002Dave Carter & Associates, INC. Employee Stock Ownership Plan113
2021Form 5500501Dave Carter & Associates, INC. Health And Welfare Benefit Plan156
2020Form 5500501Dave Carter & Associates, INC. Health And Welfare Benefit Plan148

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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