2023 Form 5500 filing — Computer Aid, Inc. 401k 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 20250110083643NAL0028263762001) for Computer Aid, Inc. 401k Profit Sharing Plan, reported by Computer Aid, Inc. under EIN 23-2180878 and plan number 004. It reports 2,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$140.5MReported net assets$140,539,664
Participants2.6K2,627
Provider compensation$232.2K4 Schedule C row(s)$232,165
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250110083643NAL0028263762001
- Plan sponsor
- Computer Aid, Inc.
- EIN
- 23-2180878
- Plan number
- 004
- Location
- Allentown, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$140.5M total assets
Net assets$140.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $140,539,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,539,664
- Employer contributions
- $1,530,026
- Participant contributions
- $11,993,181
- Total income / additions
- $35,669,982
- Benefits paid
- $13,070,239
- Administrative expenses
- $227,365
- Total expenses
- $13,309,518
- Net increase / (decrease)
- $22,360,464
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $110,327 | $0 |
| Capfinancial Partners LLC | NONE | $105,000 | not reported in the loaded dataset |
| Computer Aid Inc | NONE | $9,548 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $7,290 | not reported in the loaded dataset |