2023 Form 5500 filing — The Clifton Institute, Inc 403(B) Dc 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 20241010111506NAL0009940099001) for The Clifton Institute, Inc 403(B) Dc Plan, reported by The Clifton Institute, Inc. under EIN 52-1413042 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010111506NAL0009940099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Clifton Institute, Inc.
- EIN
- 52-1413042
- Plan number
- 001
- Location
- Warrenton, VA
- Participants
- 10
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $539,248
- Net assets (EOY)
- $539,248
- Employer contributions
- $18,769
- Participant contributions
- $21,042
- Total income / additions
- $96,656
- Benefits paid
- $12,252
- Total expenses
- $12,252
- Net increase / (decrease)
- $84,404
- Schedule source
- Schedule I