Cargroup Holdings, LLC 401(K) Plan — Form 5500 plan (Cargroup Holdings, 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, Cargroup Holdings, LLC 401(K) Plan is a benefit plan reported by Cargroup Holdings, LLC under EIN 80-0659216 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $6,962,541 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cargroup Holdings, LLC
EIN
80-0659216
Plan number
001
Plan type
2
Location
Springfield, PA
Latest filing year
2023
Participants
439
End-of-year plan assets
$6,962,541

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20240906070816NAL0001708898001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,962,541
Total liabilities (EOY)
$0
Net assets (EOY)
$6,962,541
Net assets (BOY)
$5,238,486

Income & contributions

Employer contributions
$645,651
Participant contributions
$1,103,343
Total contributions
$1,833,914
Total income / additions
$2,850,215

Expenses & distributions

Benefits paid
$1,096,117
Administrative expenses
$17,307
Total expenses
$1,126,160
Net increase / (decrease)
$1,724,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$17,307$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages