Computer Aid, Inc. 401k Profit Sharing Plan — Form 5500 plan (Computer Aid, 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, Computer Aid, Inc. 401k Profit Sharing Plan is a benefit plan reported by Computer Aid, Inc. under EIN 23-2180878 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,627 participants and $140,539,664 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$140.5MPlan net assets, end of year$140,539,664
Participants2.6KCovered participants reported2,627
Assets / participant$53.5KComputed: assets ÷ participants$53,498 (computed)
Provider compensation$232.2K4 Schedule C provider row(s)$232,165
Plan sponsor
Computer Aid, Inc.
EIN
23-2180878
Plan number
004
Plan type
3
Location
Allentown, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,627H, C20250110083643NAL0028263762001
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)$140.5M total assets
Net assets$140.5MLiabilities$0
Money in vs. money out
Total income / additions$35.7M
Total expenses$13.3M
Benefits paid / distributions$13.1M
Contributions
Employer$1.5M
Participant$12M
Full reported line items

Net assets

Total assets (EOY)
$140,539,664
Total liabilities (EOY)
$0
Net assets (EOY)
$140,539,664
Net assets (BOY)
$118,179,200

Income & contributions

Employer contributions
$1,530,026
Participant contributions
$11,993,181
Total contributions
$15,800,644
Total income / additions
$35,669,982

Expenses & distributions

Benefits paid
$13,070,239
Administrative expenses
$227,365
Total expenses
$13,309,518
Net increase / (decrease)
$22,360,464
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)
Employer 11%Participant 89%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$110,327$02023
Capfinancial Partners LLCNONE$105,000not reported in the loaded dataset2023
Computer Aid IncNONE$9,548not reported in the loaded dataset2023
Baker Tilly Us LlpNONE$7,290not reported in the loaded dataset2023

Related Form 5500 pages