2023 Form 5500 filing — Control Associates, Inc. Profit Sharing And 401(K) 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 20240926091839NAL0000503473001) for Control Associates, Inc. Profit Sharing And 401(K) Retirement Plan, reported by Control Associates, Inc. under EIN 22-1629238 and plan number 004. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926091839NAL0000503473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Control Associates, Inc.
- EIN
- 22-1629238
- Plan number
- 004
- Location
- Allendale, NJ
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,720,774
- Net assets (EOY)
- $21,720,774
- Employer contributions
- $673,077
- Participant contributions
- $1,421,254
- Total income / additions
- $5,635,687
- Benefits paid
- $1,563,075
- Administrative expenses
- $82,779
- Total expenses
- $1,645,854
- Net increase / (decrease)
- $3,989,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $60,122 | $0 |
| Ubs Financial Services Inc. | INVESTMENT ADVISORY-PLAN | $22,657 | not reported in the loaded dataset |