2023 Form 5500 filing — Close To My Heart 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 20241012200433NAL0023945841001) for Close To My Heart 401(K) Plan, reported by Close To My Heart, Inc. under EIN 88-0272691 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012200433NAL0023945841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Close To My Heart, Inc.
- EIN
- 88-0272691
- Plan number
- 001
- Location
- Pleasant Grove, UT
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,455,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,455,285
- Employer contributions
- $106,088
- Participant contributions
- $199,076
- Total income / additions
- $913,646
- Benefits paid
- $240,080
- Administrative expenses
- $19,939
- Total expenses
- $260,717
- Net increase / (decrease)
- $652,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,939 | $0 |