2023 Form 5500 filing — C2 Educational Systems 401(K) Profit Sharing 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 20241014102853NAL0014771187001) for C2 Educational Systems 401(K) Profit Sharing Plan, reported by C2 Educational Systems, Inc. under EIN 22-3884949 and plan number 001. It reports 1,243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102853NAL0014771187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C2 Educational Systems, Inc.
- EIN
- 22-3884949
- Plan number
- 001
- Location
- Johns Creek, GA
- Participants
- 1,243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,705,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,705,702
- Employer contributions
- $626,294
- Participant contributions
- $1,630,558
- Total income / additions
- $4,495,601
- Benefits paid
- $1,292,311
- Administrative expenses
- $69,054
- Total expenses
- $1,370,277
- Net increase / (decrease)
- $3,125,324
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,339 | $0 |
| Creative Planning LLC | ADVISOR | $23,132 | not reported in the loaded dataset |
| Oppenheimer & Co Inc | ADVISOR | $8,584 | not reported in the loaded dataset |