2023 Form 5500 filing — Cambridge Isotope Laboratories, Inc. 401(K) Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712144808NAL0020071377001) for Cambridge Isotope Laboratories, Inc. 401(K) Plan & Trust, reported by Cambridge Isotope Laboratories, Inc. under EIN 04-2950751 and plan number 002. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712144808NAL0020071377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cambridge Isotope Laboratories, Inc.
- EIN
- 04-2950751
- Plan number
- 002
- Location
- Tewksbury, MA
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,454,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,454,996
- Employer contributions
- $1,864,613
- Participant contributions
- $3,053,078
- Total income / additions
- $13,073,687
- Benefits paid
- $5,000,929
- Administrative expenses
- $39,510
- Total expenses
- $5,041,845
- Net increase / (decrease)
- $8,031,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lion Street Financial LLC | INVESTMENT ADVISOR | $50,000 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | -$10,490 | $0 |