Who sponsors the Carr And Duff, Inc. Employee Benefit Plan?

Carr And Duff, Inc. Employee Benefit Plan is reported as sponsored by Carr And Duff, Inc. (EIN 23-1569948, plan number 501) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Carr And Duff, Inc. Employee Benefit Plan?

The latest Form 5500 filing year loaded for Carr And Duff, Inc. Employee Benefit Plan is 2023.

How many participants does Carr And Duff, Inc. Employee Benefit Plan report?

Carr And Duff, Inc. Employee Benefit Plan reports 68 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Carr And Duff, Inc. Employee Benefit Plan?

Carr And Duff, Inc. Employee Benefit Plan reports $313,003 in end-of-year plan assets in its latest loaded Form 5500 filing.

Carr And Duff, Inc. Employee Benefit Plan — Form 5500 plan (Carr And Duff, 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, Carr And Duff, Inc. Employee Benefit Plan is a benefit plan reported by Carr And Duff, Inc. under EIN 23-1569948 and plan number 501. The latest loaded filing year is 2023. The filing reports 68 participants and $313,003 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$133KPlan net assets, end of year$133,010

Participants68Covered participants reported

Assets / participant$4.6KComputed: assets ÷ participants$4,603 (computed)

Provider compensation$69.9K4 Schedule C provider row(s)$69,911

Plan sponsor: Carr And Duff, Inc.
EIN: 23-1569948
Plan number: 501
Plan type: 2
Location: Huntingdon Valley, PA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	68	I, C	20240912131248NAL0018952450001

Schedule I · 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)$313K total assets

Net assets$133KLiabilities$180K

Money in vs. money out

Total income / additions$1.7M

Total expenses$1.6M

Benefits paid / distributions$1.1M

Contributions

Employer$1.6M

Participant$120K

Full reported line items

Net assets

Total assets (EOY): $313,003
Total liabilities (EOY): $179,993
Net assets (EOY): $133,010
Net assets (BOY): $43,052

Income & contributions

Employer contributions: $1,561,097
Participant contributions: $120,041
Total income / additions: $1,695,679

Expenses & distributions

Benefits paid: $1,063,321
Administrative expenses: $28,678
Total expenses: $1,605,721
Net increase / (decrease): $89,958

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Independence Administrators	ADMIN	$28,678	not reported in the loaded dataset	2023
Corporate Synergies Group, LLC	BROKER	$21,100	not reported in the loaded dataset	2023
The Benecon Group	BROKER	$15,701	not reported in the loaded dataset	2023
Connectcare3	PATIENT ADVOCATE	$4,432	not reported in the loaded dataset	2023