Certified Folder Display Service, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Certified Folder Display Service)

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, Certified Folder Display Service, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Certified Folder Display Service under EIN 95-3523645 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $4,818,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Certified Folder Display Service
EIN
95-3523645
Plan number
001
Plan type
2
Location
Vista, CA
Latest filing year
2023
Participants
132
End-of-year plan assets
$4,818,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20240919114719NAL0005899105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,818,337
Total liabilities (EOY)
$0
Net assets (EOY)
$4,818,337
Net assets (BOY)
$6,258,217

Income & contributions

Employer contributions
$12,810
Participant contributions
$197,819
Total contributions
$213,388
Total income / additions
$904,725

Expenses & distributions

Benefits paid
$2,321,756
Administrative expenses
$22,625
Total expenses
$2,344,605
Net increase / (decrease)
-$1,439,880

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Intelligence Driven Advisers LLCADVISOR$16,302not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$6,323$02023

Related Form 5500 pages