2023 Form 5500 filing — Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805085805NAL0002133776001) for Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation, reported by Richard J. Caron Foundation under EIN 23-6050680 and plan number 001. It reports 1,215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$56MReported net assets$56,032,914
Participants1.2K1,215
Provider compensation$5K1 Schedule C row(s)$4,986
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240805085805NAL0002133776001
- Plan sponsor
- Richard J. Caron Foundation
- EIN
- 23-6050680
- Plan number
- 001
- Location
- Wernersville, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$56M total assets
Net assets$56MLiabilities$0
Full reported line items
- Total assets (EOY)
- $56,032,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,032,914
- Employer contributions
- $1,491,129
- Participant contributions
- $2,801,827
- Total income / additions
- $12,954,239
- Benefits paid
- $4,285,021
- Administrative expenses
- $4,986
- Total expenses
- $4,290,007
- Net increase / (decrease)
- $8,664,232
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $4,986 | $0 |