Cloudreach Inc. 401(K) Plan — Form 5500 plan (Cloudreach, 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, Cloudreach Inc. 401(K) Plan is a benefit plan reported by Cloudreach, Inc. under EIN 46-5416414 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $11,829,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cloudreach, Inc.
- EIN
- 46-5416414
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $11,829,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20240902120855NAL0010036627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,829,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,829,080
- Net assets (BOY)
- $9,800,414
Income & contributions
- Employer contributions
- $628,760
- Participant contributions
- $1,457,374
- Total contributions
- $2,309,596
- Total income / additions
- $4,163,988
Expenses & distributions
- Benefits paid
- $1,996,068
- Administrative expenses
- $131,639
- Total expenses
- $2,135,322
- Net increase / (decrease)
- $2,028,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC/Marc B Levy | SERVICE PROVIDER | $42,804 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $38,160 | $0 | 2023 |
| Abar Retirement Plan Services | TPA | $33,675 | not reported in the loaded dataset | 2023 |
| Pkf Oconnor Davies Llp | SERVICE PROVIDER | $17,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cloudreach, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Cetera Advisors LLC/Marc B Levy — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Abar Retirement Plan Services — Schedule C compensation
- Pkf Oconnor Davies Llp — Schedule C compensation