The Clifton Institute, Inc 403(B) Dc Plan — Form 5500 plan (The Clifton Institute, 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, The Clifton Institute, Inc 403(B) Dc Plan is a benefit plan reported by The Clifton Institute, Inc. under EIN 52-1413042 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $539,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Clifton Institute, Inc.
- EIN
- 52-1413042
- Plan number
- 001
- Plan type
- 2
- Location
- Warrenton, VA
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $539,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20241010111506NAL0009940099001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $539,248
- Net assets (EOY)
- $539,248
- Net assets (BOY)
- $454,844
Income & contributions
- Employer contributions
- $18,769
- Participant contributions
- $21,042
- Total income / additions
- $96,656
Expenses & distributions
- Benefits paid
- $12,252
- Total expenses
- $12,252
- Net increase / (decrease)
- $84,404
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.