Plan5500

Canary Marketing, LLC 401(K) Safe Harbor Profit Sharing Plan — Form 5500 plan (Canary Marketing, 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, Canary Marketing, LLC 401(K) Safe Harbor Profit Sharing Plan is a benefit plan reported by Canary Marketing, LLC under EIN 68-0466663 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $10,579,887 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.6MPlan net assets, end of year$10,579,887
Participants207Covered participants reported
Assets / participant$51.1KComputed: assets ÷ participants$51,111 (computed)
Provider compensation$7651 Schedule C provider row(s)
Plan sponsor
Canary Marketing, LLC
EIN
68-0466663
Plan number
001
Plan type
2
Location
San Ramon, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    207 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.6M total assets
Net assets$10.6MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$348.7K
Benefits paid / distributions$281.9K
Contributions
Employer$931.7K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$10,579,887
Total liabilities (EOY)
$0
Net assets (EOY)
$10,579,887
Net assets (BOY)
$7,243,087

Income & contributions

Employer contributions
$931,697
Participant contributions
$1,232,367
Total contributions
$2,164,840
Total income / additions
$3,685,452

Expenses & distributions

Benefits paid
$281,867
Administrative expenses
$66,785
Total expenses
$348,652
Net increase / (decrease)
$3,336,800
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    John Hancock Life Ins Company$765
    RECORD KEEPER · Direct $765 · Indirect $0

Related Form 5500 pages