2023 Form 5500 filing — Control Associates, Inc. Employee Stock Ownership 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 20241010125618NAL0040760562001) for Control Associates, Inc. Employee Stock Ownership Plan, reported by Control Associates, Inc. under EIN 22-1629238 and plan number 003. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010125618NAL0040760562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Control Associates, Inc.
- EIN
- 22-1629238
- Plan number
- 003
- Location
- Allendale, NJ
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,772,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,772,358
- Employer contributions
- $1,354,514
- Total income / additions
- $6,368,657
- Benefits paid
- $3,589,131
- Administrative expenses
- $148,287
- Total expenses
- $3,737,418
- Net increase / (decrease)
- $2,631,239
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $148,287 | not reported in the loaded dataset |