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, Close To My Heart 401(K) Plan is a benefit plan reported by Close To My Heart, Inc. under EIN 88-0272691 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $4,455,285 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,455,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,455,285
- Net assets (BOY)
- $3,802,356
Income & contributions
- Employer contributions
- $106,088
- Participant contributions
- $199,076
- Total contributions
- $305,164
- Total income / additions
- $913,646
Expenses & distributions
- Benefits paid
- $240,080
- Administrative expenses
- $19,939
- Total expenses
- $260,717
- Net increase / (decrease)
- $652,929