Cambridge Isotope Laboratories, Inc. 401(K) Plan & Trust — Form 5500 plan (Cambridge Isotope Laboratories, 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 Isotope Laboratories, Inc. 401(K) Plan & Trust is a benefit plan reported by Cambridge Isotope Laboratories, Inc. under EIN 04-2950751 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $51,454,996 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cambridge Isotope Laboratories, Inc.
EIN
04-2950751
Plan number
002
Plan type
2
Location
Tewksbury, MA
Latest filing year
2023
Participants
363
End-of-year plan assets
$51,454,996

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20240712144808NAL0020071377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,454,996
Total liabilities (EOY)
$0
Net assets (EOY)
$51,454,996
Net assets (BOY)
$43,423,154

Income & contributions

Employer contributions
$1,864,613
Participant contributions
$3,053,078
Total contributions
$4,945,370
Total income / additions
$13,073,687

Expenses & distributions

Benefits paid
$5,000,929
Administrative expenses
$39,510
Total expenses
$5,041,845
Net increase / (decrease)
$8,031,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lion Street Financial LLCINVESTMENT ADVISOR$50,000$02023
Fidelity Investments InstitutionalRECORDKEEPER-$10,490$02023

Related Form 5500 pages