2023 Form 5500 filing — Caddick Utilities LLC 401k Retirement 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 20241007100931NAL0015914001001) for Caddick Utilities LLC 401k Retirement Plan, reported by Caddick Utilities LLC under EIN 26-3945873 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100931NAL0015914001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caddick Utilities LLC
- EIN
- 26-3945873
- Plan number
- 001
- Location
- Ambler, PA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,641,073
- Total liabilities (EOY)
- $2,485
- Net assets (EOY)
- $22,638,588
- Employer contributions
- $824,979
- Participant contributions
- $665,064
- Total income / additions
- $4,176,188
- Benefits paid
- $786,859
- Administrative expenses
- $10,904
- Total expenses
- $802,392
- Net increase / (decrease)
- $3,373,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates, Inc. | FINANCIAL ADVISOR | $43,073 | not reported in the loaded dataset |
| Nationwide | RECORD KEEPER | $24,017 | $0 |
| Delaware Valley Retirement Inc | THIRD PARTY ADMIN | $16,007 | $1,657 |
| Vision Financial | AUDITOR | $15,200 | not reported in the loaded dataset |