2023 Form 5500 filing — Canonical Usa 401(K) Profit Sharing Plan & Trust
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 20241002185955NAL0004308451001) for Canonical Usa 401(K) Profit Sharing Plan & Trust, reported by Canonical Usa under EIN 26-1194348 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002185955NAL0004308451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Canonical Usa
- EIN
- 26-1194348
- Plan number
- 001
- Location
- Eatontown, NJ
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,053,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,053,119
- Participant contributions
- $2,155,774
- Total income / additions
- $5,637,104
- Benefits paid
- $1,099,800
- Administrative expenses
- $54,007
- Total expenses
- $1,153,807
- Net increase / (decrease)
- $4,483,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trilogy Capital Inc. | NONE | $43,938 | $0 |
| Benefit Plans Admin Services, Inc. | NONE | $10,069 | $0 |