2023 Form 5500 filing — Custom Learning Designs, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603110640NAL0029084992001) for Custom Learning Designs, Inc. 401(K) Plan, reported by Custom Learning Designs, Inc. under EIN 04-2661406 and plan number 001. It reports 81 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240603110640NAL0029084992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Custom Learning Designs, Inc.
- EIN
- 04-2661406
- Plan number
- 001
- Location
- Belmont, MA
- Participants
- 81
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,193,601
- Net assets (EOY)
- $14,193,601
- Employer contributions
- $160,396
- Participant contributions
- $498,473
- Total income / additions
- $2,713,716
- Benefits paid
- $450,560
- Administrative expenses
- $59,401
- Total expenses
- $509,961
- Net increase / (decrease)
- $2,203,755
- Schedule source
- Schedule I