2023 Form 5500 filing — Carr And Duff, Inc. Employee Benefit 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 20240912131248NAL0018952450001) for Carr And Duff, Inc. Employee Benefit Plan, reported by Carr And Duff, Inc. under EIN 23-1569948 and plan number 501. It reports 68 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$133KReported net assets$133,010
Participants68
Provider compensation$69.9K4 Schedule C row(s)$69,911
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912131248NAL0018952450001
- Plan sponsor
- Carr And Duff, Inc.
- EIN
- 23-1569948
- Plan number
- 501
- Location
- Huntingdon Valley, PA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$313K total assets
Net assets$133KLiabilities$180K
Full reported line items
- Total assets (EOY)
- $313,003
- Total liabilities (EOY)
- $179,993
- Net assets (EOY)
- $133,010
- Employer contributions
- $1,561,097
- Participant contributions
- $120,041
- Total income / additions
- $1,695,679
- Benefits paid
- $1,063,321
- Administrative expenses
- $28,678
- Total expenses
- $1,605,721
- Net increase / (decrease)
- $89,958
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independence Administrators | ADMIN | $28,678 | not reported in the loaded dataset |
| Corporate Synergies Group, LLC | BROKER | $21,100 | not reported in the loaded dataset |
| The Benecon Group | BROKER | $15,701 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $4,432 | not reported in the loaded dataset |