2023 Form 5500 filing — Kerridge Commercial Systems Retirement Savings Plan
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 20240925142755NAL0005510371001) for Kerridge Commercial Systems Retirement Savings Plan, reported by Kerridge Commercial Systems Corporation under EIN 13-3479929 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925142755NAL0005510371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kerridge Commercial Systems Corporation
- EIN
- 13-3479929
- Plan number
- 001
- Location
- Cary, NC
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,930,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,930,465
- Employer contributions
- $356,812
- Participant contributions
- $850,467
- Total income / additions
- $3,436,176
- Benefits paid
- $1,998,094
- Administrative expenses
- $74,043
- Total expenses
- $2,104,624
- Net increase / (decrease)
- $1,331,552
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc | REGISTERED INVSTMNT ADV | $6,601 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $750 | $0 |