Plan5500

Cline Design Associates Pa — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cline Design Associates Pa (EIN 56-1664790) is a plan sponsor located in Raleigh, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1664790
Location
Raleigh, NC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cline Design Associates Pa

  • 3 loaded plans hold $13.3M in reported assets.
  • The largest, Cline Design Associates Pa 401k Profit Sharing Plan And Trust, holds 68% of this company's reported plan assets.
  • Plans cover 421 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.9MSummed across loaded plans$8,905,050
Total reported assets$13.3M$13,295,085
Total reported participants421
Total reported liabilities$4.4M$4,390,035

Reported net position

Reported assets = net assets + liabilities (summed)$13.3M total assets
Net assets$8.9MLiabilities$4.4M
Contributions & income
Employer contributions$544.3K
Participant contributions$982.1K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.8M
Net increase / (decrease)$469.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets68%Cline Design Associates Pa 401k Profit Sharing Plan And Trust
Participants per plan140Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cline Design Associates Pa 401k Profit Sharing Plan And Trust$9M
    Plan #001 · 177 participants · 2023
  2. 2
    Cline Design Employee Stock Ownership Plan$4.3M
    Plan #002 · 132 participants · 2023
  3. 3
    Cline Design Associates' Group Insurance Plannot reported in the loaded dataset
    Plan #510 · 112 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cline Design Associates Pa. Open one for its full reported snapshot.

  1. 2023
    Cline Design Associates Pa 401k Profit Sharing Plan And Trust177 participants · 2Sch HSch C
    View filing →
  2. 2023
    Cline Design Employee Stock Ownership Plan132 participants · 2Sch I
    View filing →
  3. 2023
    Cline Design Associates' Group Insurance Plan112 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cline Design Associates Pa report on Form 5500?
Cline Design Associates Pa (EIN 56-1664790) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cline Design Associates Pa?
The Employer Identification Number (EIN) reported for Cline Design Associates Pa is 56-1664790.
What is the latest Form 5500 filing year for Cline Design Associates Pa?
The latest loaded Form 5500 filing year for Cline Design Associates Pa is 2023.

Related Form 5500 pages