Ctl Engineering, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ctl Engineering, 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, Ctl Engineering, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ctl Engineering, Inc. under EIN 31-0680767 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $25,131,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ctl Engineering, Inc.
EIN
31-0680767
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
349
End-of-year plan assets
$25,131,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023349H, C20241007082251NAL0015813873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,131,066
Total liabilities (EOY)
$0
Net assets (EOY)
$25,131,066
Net assets (BOY)
$22,499,530

Income & contributions

Employer contributions
$1,119,249
Participant contributions
$1,595,165
Total contributions
$3,078,197
Total income / additions
$7,667,234

Expenses & distributions

Benefits paid
$4,971,339
Administrative expenses
$53,691
Total expenses
$5,035,698
Net increase / (decrease)
$2,631,536

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart Financial Group IncADVISOR$34,166not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,525$02023

Related Form 5500 pages