Profit Sharing Plan For Employees Of The Cary Company — Form 5500 plan (The Cary Company)
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, Profit Sharing Plan For Employees Of The Cary Company is a benefit plan reported by The Cary Company under EIN 36-2358931 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $16,838,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cary Company
- EIN
- 36-2358931
- Plan number
- 002
- Plan type
- 2
- Location
- Addison, IL
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $16,838,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20241014091854NAL0045443312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,838,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,838,698
- Net assets (BOY)
- $14,593,600
Income & contributions
- Employer contributions
- $1,008,028
- Participant contributions
- $249,649
- Total contributions
- $1,395,804
- Total income / additions
- $3,416,853
Expenses & distributions
- Benefits paid
- $1,082,528
- Administrative expenses
- $89,227
- Total expenses
- $1,171,755
- Net increase / (decrease)
- $2,245,098
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird & Co., Inc. | BROKER | $59,113 | $0 | 2023 |
| John Hancock | RECORDKEEPER | $30,114 | $0 | 2023 |