Kerridge Commercial Systems Retirement Savings Plan — Form 5500 plan (Kerridge Commercial Systems Corporation)
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, Kerridge Commercial Systems Retirement Savings Plan is a benefit plan reported by Kerridge Commercial Systems Corporation under EIN 13-3479929 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $13,930,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kerridge Commercial Systems Corporation
- EIN
- 13-3479929
- Plan number
- 001
- Plan type
- 2
- Location
- Cary, NC
- Latest filing year
- 2023
- Participants
- 196
- End-of-year plan assets
- $13,930,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20240925142755NAL0005510371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,930,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,930,465
- Net assets (BOY)
- $12,598,913
Income & contributions
- Employer contributions
- $356,812
- Participant contributions
- $850,467
- Total contributions
- $1,302,757
- Total income / additions
- $3,436,176
Expenses & distributions
- Benefits paid
- $1,998,094
- Administrative expenses
- $74,043
- Total expenses
- $2,104,624
- Net increase / (decrease)
- $1,331,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilshire Associates Inc | REGISTERED INVSTMNT ADV | $6,601 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $750 | $0 | 2023 |