Charles River Analytics Profit Sharing Plan — Form 5500 plan (Charles River Analytics 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, Charles River Analytics Profit Sharing Plan is a benefit plan reported by Charles River Analytics Inc. under EIN 04-2803764 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $58,959,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles River Analytics Inc.
- EIN
- 04-2803764
- Plan number
- 001
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $58,959,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240828101847NAL0019437296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,959,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,959,731
- Net assets (BOY)
- $47,058,384
Income & contributions
- Employer contributions
- $547,052
- Participant contributions
- $1,857,745
- Total contributions
- $2,588,129
- Total income / additions
- $14,156,335
Expenses & distributions
- Benefits paid
- $2,243,843
- Administrative expenses
- $8,202
- Total expenses
- $2,254,988
- Net increase / (decrease)
- $11,901,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $6,976 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,296 | $0 | 2023 |