2023 Form 5500 filing — Cfc Retirement Plan

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 20240809143245NAL0003347923001) for Cfc Retirement Plan, reported by Carris Financial Corp. under EIN 03-0326210 and plan number 004. It reports 652 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)$26.4MReported net assets$26,386,196
Participants652
Provider compensation$72.8K2 Schedule C row(s)$72,833
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240809143245NAL0003347923001
Plan sponsor
Carris Financial Corp.
EIN
03-0326210
Plan number
004
Location
Proctor, VT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$26.4M total assets
Net assets$26.4MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$7.2M
Benefits paid / distributions$7.1M
Contributions
Employer$1.1M
Participant$825K
Full reported line items
Total assets (EOY)
$26,386,196
Total liabilities (EOY)
$0
Net assets (EOY)
$26,386,196
Employer contributions
$1,053,867
Participant contributions
$824,958
Total income / additions
$9,439,851
Benefits paid
$7,094,330
Administrative expenses
$72,833
Total expenses
$7,194,914
Net increase / (decrease)
$2,244,937
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $45.3K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $27.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240809143245NAL0003347923001 cover?
It is the 2023 Form 5500 filing for Cfc Retirement Plan, reported by Carris Financial Corp. (EIN 03-0326210).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages