Caire, Inc. 401(K) Plan — Form 5500 plan (Caire, 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, Caire, Inc. 401(K) Plan is a benefit plan reported by Caire, Inc. under EIN 41-1739055 and plan number 001. The latest loaded filing year is 2023. The filing reports 563 participants and $31,982,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caire, Inc.
EIN
41-1739055
Plan number
001
Plan type
2
Location
Ball Ground, GA
Latest filing year
2023
Participants
563
End-of-year plan assets
$31,982,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023563H, C20250401160817NAL0004129843001
2023674H, C20260107133921NAL0007736929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,075,143
Total liabilities (EOY)
$498,685
Net assets (EOY)
$40,576,458
Net assets (BOY)
$31,758,631

Income & contributions

Employer contributions
$1,064,779
Participant contributions
$3,147,457
Total contributions
$5,295,136
Total income / additions
$11,305,194

Expenses & distributions

Benefits paid
$2,333,915
Administrative expenses
$143,690
Total expenses
$2,487,367
Net increase / (decrease)
$8,817,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$143,690$02023
Cambridge Investment ResearchBROKER$0$75,9632023
Transamerica Retirement SolutionsRECORDKEEPER$27,513$02023

Related Form 5500 pages