Custom Learning Designs, Inc. 401(K) Plan — Form 5500 plan (Custom Learning Designs, 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, Custom Learning Designs, Inc. 401(K) Plan is a benefit plan reported by Custom Learning Designs, Inc. under EIN 04-2661406 and plan number 001. The latest loaded filing year is 2023. The filing reports 81 participants and $14,193,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Custom Learning Designs, Inc.
- EIN
- 04-2661406
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, MA
- Latest filing year
- 2023
- Participants
- 81
- End-of-year plan assets
- $14,193,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 81 | I | 20240603110640NAL0029084992001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,193,601
- Net assets (EOY)
- $14,193,601
- Net assets (BOY)
- $11,989,846
Income & contributions
- Employer contributions
- $160,396
- Participant contributions
- $498,473
- Total income / additions
- $2,713,716
Expenses & distributions
- Benefits paid
- $450,560
- Administrative expenses
- $59,401
- Total expenses
- $509,961
- Net increase / (decrease)
- $2,203,755
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.