Plan5500

Congress Associates, Inc. Profit Sharing Plan — Form 5500 plan (Congress Associates, 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, Congress Associates, Inc. Profit Sharing Plan is a benefit plan reported by Congress Associates, Inc. under EIN 95-3926707 and plan number 002. The latest loaded filing year is 2023. The filing reports 417 participants and $25,062,274 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Congress Associates, Inc.
EIN
95-3926707
Plan number
002
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
Participants
417
End-of-year plan assets
$25,062,274

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20241015201646NAL0015362771005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,062,274
Net assets (EOY)
$25,062,274
Net assets (BOY)
$20,309,584

Income & contributions

Employer contributions
$879,541
Participant contributions
$665,243
Total contributions
$2,027,544
Total income / additions
$5,538,176

Expenses & distributions

Benefits paid
$739,246
Administrative expenses
$46,240
Total expenses
$785,486
Net increase / (decrease)
$4,752,690

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Assurance LlpSERVICE PROVIDER$5,371not reported in the loaded dataset2023
Voya Retirement Insurance CoSERVICE PROVIDER$0$1,6152023

Related Form 5500 pages