2023 Form 5500 filing — Celartem, Inc. 401(K) Plan
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 20241001163906NAL0003460403001) for Celartem, Inc. 401(K) Plan, reported by Celartem, Inc. Dba Extensis And Lizard Tech under EIN 91-1862805 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001163906NAL0003460403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Celartem, Inc. Dba Extensis And Lizard Tech
- EIN
- 91-1862805
- Plan number
- 002
- Location
- Tigard, OR
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,318,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,318,791
- Employer contributions
- $155,455
- Participant contributions
- $793,753
- Total income / additions
- $3,317,756
- Benefits paid
- $2,488,972
- Administrative expenses
- $58,264
- Total expenses
- $2,547,951
- Net increase / (decrease)
- $769,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keudell Morrison Wealth Management | INVESTMENT ADVISOR | $56,939 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,325 | $0 |