Caddick Utilities LLC 401k Retirement Plan — Form 5500 plan (Caddick Utilities LLC)
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, Caddick Utilities LLC 401k Retirement Plan is a benefit plan reported by Caddick Utilities LLC under EIN 26-3945873 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $22,641,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caddick Utilities LLC
- EIN
- 26-3945873
- Plan number
- 001
- Plan type
- 2
- Location
- Ambler, PA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $22,641,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241007100931NAL0015914001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,641,073
- Total liabilities (EOY)
- $2,485
- Net assets (EOY)
- $22,638,588
- Net assets (BOY)
- $19,264,792
Income & contributions
- Employer contributions
- $824,979
- Participant contributions
- $665,064
- Total contributions
- $1,490,043
- Total income / additions
- $4,176,188
Expenses & distributions
- Benefits paid
- $786,859
- Administrative expenses
- $10,904
- Total expenses
- $802,392
- Net increase / (decrease)
- $3,373,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | FINANCIAL ADVISOR | $43,073 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORD KEEPER | $24,017 | $0 | 2023 |
| Delaware Valley Retirement Inc | THIRD PARTY ADMIN | $16,007 | $1,657 | 2023 |
| Vision Financial | AUDITOR | $15,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caddick Utilities LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Ambler, PA
- Raymond James & Associates, Inc. — Schedule C compensation
- Nationwide — Schedule C compensation
- Delaware Valley Retirement Inc — Schedule C compensation
- Vision Financial — Schedule C compensation