Canonical Usa 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Canonical Usa)
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, Canonical Usa 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Canonical Usa under EIN 26-1194348 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $20,053,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Canonical Usa
- EIN
- 26-1194348
- Plan number
- 001
- Plan type
- 2
- Location
- Eatontown, NJ
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $20,053,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241002185955NAL0004308451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,053,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,053,119
- Net assets (BOY)
- $15,569,822
Income & contributions
- Participant contributions
- $2,155,774
- Total contributions
- $2,363,185
- Total income / additions
- $5,637,104
Expenses & distributions
- Benefits paid
- $1,099,800
- Administrative expenses
- $54,007
- Total expenses
- $1,153,807
- Net increase / (decrease)
- $4,483,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trilogy Capital Inc. | NONE | $43,938 | $0 | 2023 |
| Benefit Plans Admin Services, Inc. | NONE | $10,069 | $0 | 2023 |