Cambridge Healthtech Holding 401(K) Profit Sharing Plan — Form 5500 plan (Cambridge Healthtech Institute)
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 Healthtech Holding 401(K) Profit Sharing Plan is a benefit plan reported by Cambridge Healthtech Institute under EIN 04-3203150 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $23,545,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cambridge Healthtech Institute
- EIN
- 04-3203150
- Plan number
- 001
- Plan type
- 2
- Location
- Needham, MA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $23,545,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241002055355NAL0007919393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,545,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,545,846
- Net assets (BOY)
- $21,115,164
Income & contributions
- Employer contributions
- $429,390
- Participant contributions
- $1,444,067
- Total contributions
- $1,960,169
- Total income / additions
- $5,361,271
Expenses & distributions
- Benefits paid
- $2,927,300
- Administrative expenses
- $1,145
- Total expenses
- $2,930,589
- Net increase / (decrease)
- $2,430,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $1,145 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Lpl Financial | ADVISOR | $0 | $0 | 2023 |