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, Control Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Control Associates, Inc. under EIN 22-1629238 and plan number 003. The latest loaded filing year is 2023. The filing reports 171 participants and $33,772,358 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,772,358
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,772,358
- Net assets (BOY)
- $31,141,119
Income & contributions
- Employer contributions
- $1,354,514
- Total contributions
- $1,354,514
- Total income / additions
- $6,368,657
Expenses & distributions
- Benefits paid
- $3,589,131
- Administrative expenses
- $148,287
- Total expenses
- $3,737,418
- Net increase / (decrease)
- $2,631,239