2023 Form 5500 filing — Cline Design Employee Stock Ownership 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 20241014104459NAL0045665520001) for Cline Design Employee Stock Ownership Plan, reported by Cline Design Associates, P.A. under EIN 56-1664790 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$79.3KReported net assets-$79,299
Participants132
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014104459NAL0045665520001
Plan sponsor
Cline Design Associates, P.A.
EIN
56-1664790
Plan number
002
Location
Raleigh, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.3M total assets
Net assets-$79.3KLiabilities$4.4M
Money in vs. money out
Total income / additions-$364.4K
Total expenses$178.6K
Benefits paid / distributionsNot reported
Contributions
Employer$344.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,310,736
Total liabilities (EOY)
$4,390,035
Net assets (EOY)
-$79,299
Employer contributions
$344,532
Total income / additions
-$364,408
Total expenses
$178,594
Net increase / (decrease)
-$543,002

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014104459NAL0045665520001 cover?
It is the 2023 Form 5500 filing for Cline Design Employee Stock Ownership Plan, reported by Cline Design Associates, P.A. (EIN 56-1664790).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages