Cdr Consultants Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cdr Consultants 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, Cdr Consultants Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cdr Consultants Inc under EIN 88-0454803 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $12,656,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cdr Consultants Inc
EIN
88-0454803
Plan number
001
Plan type
2
Location
Rancho Santa Fe, CA
Latest filing year
2023
Participants
2
End-of-year plan assets
$12,656,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240723125040NAL0011286785001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$12,656,850
Total liabilities (EOY)
$0
Net assets (EOY)
$12,656,850
Net assets (BOY)
$4,366,275

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$8,291,049

Expenses & distributions

Benefits paid
$0
Administrative expenses
$474
Total expenses
$474
Net increase / (decrease)
$8,290,575

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages