Plan5500

Carr And Duff, Inc. Employee Benefit Plan — Form 5500 plan (Carr And Duff, Inc.)

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, Carr And Duff, Inc. Employee Benefit Plan is a benefit plan reported by Carr And Duff, Inc. under EIN 23-1569948 and plan number 501. The latest loaded filing year is 2023. The filing reports 68 participants and $313,003 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carr And Duff, Inc.
EIN
23-1569948
Plan number
501
Plan type
2
Location
Huntingdon Valley, PA
Latest filing year
2023
Participants
68
End-of-year plan assets
$313,003

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202368I, C20240912131248NAL0018952450001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$313,003
Total liabilities (EOY)
$179,993
Net assets (EOY)
$133,010
Net assets (BOY)
$43,052

Income & contributions

Employer contributions
$1,561,097
Participant contributions
$120,041
Total income / additions
$1,695,679

Expenses & distributions

Benefits paid
$1,063,321
Administrative expenses
$28,678
Total expenses
$1,605,721
Net increase / (decrease)
$89,958

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Independence AdministratorsADMIN$28,678not reported in the loaded dataset2023
Corporate Synergies Group, LLCBROKER$21,100not reported in the loaded dataset2023
The Benecon GroupBROKER$15,701not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$4,432not reported in the loaded dataset2023

Related Form 5500 pages