Control Associates, Inc. Profit Sharing And 401(K) Retirement Plan — Form 5500 plan (Control Associates, Inc.)

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, Control Associates, Inc. Profit Sharing And 401(K) Retirement Plan is a benefit plan reported by Control Associates, Inc. under EIN 22-1629238 and plan number 004. The latest loaded filing year is 2023. The filing reports 141 participants and $21,720,774 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Control Associates, Inc.
EIN
22-1629238
Plan number
004
Plan type
2
Location
Allendale, NJ
Latest filing year
2023
Participants
141
End-of-year plan assets
$21,720,774

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20240926091839NAL0000503473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,720,774
Net assets (EOY)
$21,720,774
Net assets (BOY)
$17,730,941

Income & contributions

Employer contributions
$673,077
Participant contributions
$1,421,254
Total contributions
$2,396,432
Total income / additions
$5,635,687

Expenses & distributions

Benefits paid
$1,563,075
Administrative expenses
$82,779
Total expenses
$1,645,854
Net increase / (decrease)
$3,989,833

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CoRECORDKEEPER$60,122$02023
Ubs Financial Services Inc.INVESTMENT ADVISORY-PLAN$22,657not reported in the loaded dataset2023

Related Form 5500 pages