Who sponsors the Carey Profit Sharing And 401k Plan?

Carey Profit Sharing And 401k Plan is reported as sponsored by Carey Asset Management Corp (EIN 13-4121956, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Carey Profit Sharing And 401k Plan?

The latest Form 5500 filing year loaded for Carey Profit Sharing And 401k Plan is 2023.

How many participants does Carey Profit Sharing And 401k Plan report?

Carey Profit Sharing And 401k Plan reports 255 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Carey Profit Sharing And 401k Plan?

Carey Profit Sharing And 401k Plan reports $90,943,733 in end-of-year plan assets in its latest loaded Form 5500 filing.

Carey Profit Sharing And 401k Plan — Form 5500 plan (Carey Asset Management Corp)

Plain-English plan 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, Carey Profit Sharing And 401k Plan is a benefit plan reported by Carey Asset Management Corp under EIN 13-4121956 and plan number 002. The latest loaded filing year is 2023. The filing reports 255 participants and $90,943,733 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$90.9MPlan net assets, end of year$90,943,733

Participants255Covered participants reported

Assets / participant$356.6KComputed: assets ÷ participants$356,642 (computed)

Provider compensation$148.3K3 Schedule C provider row(s)$148,282

Plan sponsor: Carey Asset Management Corp
EIN: 13-4121956
Plan number: 002
Plan type: 2
Location: New York, NY
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	255	H, C	20241010191913NAL0010366691001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$90.9M total assets

Net assets$90.9MLiabilities$0

Money in vs. money out

Total income / additions$18.2M

Total expenses$2.7M

Benefits paid / distributions$2.6M

Contributions

Employer$2.7M

Participant$1.9M

Full reported line items

Net assets

Total assets (EOY): $90,943,733
Total liabilities (EOY): $0
Net assets (EOY): $90,943,733
Net assets (BOY): $75,443,441

Income & contributions

Employer contributions: $2,657,649
Participant contributions: $1,902,020
Total contributions: $4,929,480
Total income / additions: $18,231,803

Expenses & distributions

Benefits paid: $2,593,851
Administrative expenses: $137,028
Total expenses: $2,731,511
Net increase / (decrease): $15,500,292

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

58%42%

Employer 58%Participant 42%

Total expenses ÷ net assets3%Computed ratio

Benefits paid ÷ total income14%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Nppg Investments Services, LLC	INVESTMENT/FINANCIAL ADVI	$92,520	not reported in the loaded dataset	2023
Pensionmark Financial Group, LLC	INVESTMENT/FINANCIAL ADVI	$34,023	not reported in the loaded dataset	2023
Adp, Inc	RECORD KEEPER	$21,589	$150	2023