2023 Form 5500 filing — Charles River Analytics Profit Sharing 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 20240828101847NAL0019437296001) for Charles River Analytics Profit Sharing Plan, reported by Charles River Analytics Inc. under EIN 04-2803764 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$59MReported net assets$58,959,731
Participants275
Provider compensation$8.3K2 Schedule C row(s)$8,272
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240828101847NAL0019437296001
- Plan sponsor
- Charles River Analytics Inc.
- EIN
- 04-2803764
- Plan number
- 001
- Location
- Cambridge, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$59M total assets
Net assets$59MLiabilities$0
Full reported line items
- Total assets (EOY)
- $58,959,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,959,731
- Employer contributions
- $547,052
- Participant contributions
- $1,857,745
- Total income / additions
- $14,156,335
- Benefits paid
- $2,243,843
- Administrative expenses
- $8,202
- Total expenses
- $2,254,988
- Net increase / (decrease)
- $11,901,347
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $6,976 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,296 | $0 |