Carmody Torrance Sandak & Hennessey Llp Employees' Profit Sharing Plan — Form 5500 plan (Carmody Torrance Sandak & Hennessey Llp)
Plain-English plan 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, Carmody Torrance Sandak & Hennessey Llp Employees' Profit Sharing Plan is a benefit plan reported by Carmody Torrance Sandak & Hennessey Llp under EIN 06-0691344 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $100,539,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carmody Torrance Sandak & Hennessey Llp
- EIN
- 06-0691344
- Plan number
- 001
- Plan type
- 2
- Location
- Waterbury, CT
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $100,539,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241011122744NAL0036901312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,539,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,539,524
- Net assets (BOY)
- $88,649,941
Income & contributions
- Employer contributions
- $1,595,324
- Participant contributions
- $1,580,405
- Total contributions
- $3,352,896
- Total income / additions
- $16,616,739
Expenses & distributions
- Benefits paid
- $4,725,951
- Administrative expenses
- $0
- Total expenses
- $4,727,156
- Net increase / (decrease)
- $11,889,583
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $0 | not reported in the loaded dataset | 2023 |