Cambridge Systematics, Inc. 401(K) Plan — Form 5500 plan (Cambridge Systematics, 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, Cambridge Systematics, Inc. 401(K) Plan is a benefit plan reported by Cambridge Systematics, Inc under EIN 04-2505095 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $76,917,151 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cambridge Systematics, Inc
EIN
04-2505095
Plan number
001
Plan type
2
Location
Medford, MA
Latest filing year
2023
Participants
389
End-of-year plan assets
$76,917,151

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023389H, C20241001095705NAL0006583169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,917,151
Total liabilities (EOY)
$0
Net assets (EOY)
$76,917,151
Net assets (BOY)
$67,815,590

Income & contributions

Employer contributions
$739,780
Participant contributions
$2,892,288
Total contributions
$4,258,126
Total income / additions
$19,729,623

Expenses & distributions

Benefits paid
$10,583,414
Administrative expenses
$44,648
Total expenses
$10,628,062
Net increase / (decrease)
$9,101,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,690$02023
Strategic Advisors, Inc.ADVISOR$9,803not reported in the loaded dataset2023

Related Form 5500 pages