Career Certified 401(K) Plan — Form 5500 plan (Career Certified)
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, Career Certified 401(K) Plan is a benefit plan reported by Career Certified under EIN 85-4166844 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $4,451,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Career Certified
- EIN
- 85-4166844
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $4,451,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241014135117NAL0026328241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,451,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,451,402
- Net assets (BOY)
- $2,793,098
Income & contributions
- Employer contributions
- $304,569
- Participant contributions
- $1,001,853
- Total contributions
- $1,494,593
- Total income / additions
- $2,062,451
Expenses & distributions
- Benefits paid
- $358,953
- Administrative expenses
- $42,025
- Total expenses
- $404,147
- Net increase / (decrease)
- $1,658,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $42,025 | $0 | 2023 |