2023 Form 5500 filing — Congress Associates, Inc. Profit Sharing 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 20241015201646NAL0015362771005) for Congress Associates, Inc. Profit Sharing Plan, reported by Congress Associates, Inc. under EIN 95-3926707 and plan number 002. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201646NAL0015362771005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Congress Associates, Inc.
- EIN
- 95-3926707
- Plan number
- 002
- Location
- Pasadena, CA
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,062,274
- Net assets (EOY)
- $25,062,274
- Employer contributions
- $879,541
- Participant contributions
- $665,243
- Total income / additions
- $5,538,176
- Benefits paid
- $739,246
- Administrative expenses
- $46,240
- Total expenses
- $785,486
- Net increase / (decrease)
- $4,752,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Assurance Llp | SERVICE PROVIDER | $5,371 | not reported in the loaded dataset |
| Voya Retirement Insurance Co | SERVICE PROVIDER | $0 | $1,615 |