Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation — Form 5500 plan (Richard J. Caron Foundation)

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, Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation is a benefit plan reported by Richard J. Caron Foundation under EIN 23-6050680 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,215 participants and $56,032,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richard J. Caron Foundation
EIN
23-6050680
Plan number
001
Plan type
2
Location
Wernersville, PA
Latest filing year
2023
Participants
1,215
End-of-year plan assets
$56,032,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,215H, C20240805085805NAL0002133776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,032,914
Total liabilities (EOY)
$0
Net assets (EOY)
$56,032,914
Net assets (BOY)
$47,368,682

Income & contributions

Employer contributions
$1,491,129
Participant contributions
$2,801,827
Total contributions
$5,140,750
Total income / additions
$12,954,239

Expenses & distributions

Benefits paid
$4,285,021
Administrative expenses
$4,986
Total expenses
$4,290,007
Net increase / (decrease)
$8,664,232

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$4,986$02023

Related Form 5500 pages