2023 Form 5500 filing — Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805085805NAL0002133776001) for Safe-Habor 401(K) Profit-Sharing Plan For Employees Of Richard J. Caron Foundation, reported by Richard J. Caron Foundation under EIN 23-6050680 and plan number 001. It reports 1,215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805085805NAL0002133776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Richard J. Caron Foundation
- EIN
- 23-6050680
- Plan number
- 001
- Location
- Wernersville, PA
- Participants
- 1,215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,032,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,032,914
- Employer contributions
- $1,491,129
- Participant contributions
- $2,801,827
- Total income / additions
- $12,954,239
- Benefits paid
- $4,285,021
- Administrative expenses
- $4,986
- Total expenses
- $4,290,007
- Net increase / (decrease)
- $8,664,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORDKEEPER | $4,986 | $0 |