2023 Form 5500 filing — Climate By Design International, Inc. 401(K) 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 20241216200113NAL0001014963001) for Climate By Design International, Inc. 401(K) Profit Sharing Plan, reported by Climate By Design International, under EIN 41-1697241 and plan number 005. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216200113NAL0001014963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Climate By Design International,
- EIN
- 41-1697241
- Plan number
- 005
- Location
- Owatonna, MN
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,670,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,670,024
- Employer contributions
- $250,786
- Participant contributions
- $782,886
- Total income / additions
- $2,917,558
- Benefits paid
- $86,237
- Administrative expenses
- $52,342
- Total expenses
- $138,579
- Net increase / (decrease)
- $2,778,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Murray Financial Group Dba Isc Fina | INVESTMENT/FINANCIAL ADVI | $18,327 | $0 |
| Adp, Inc. | RECORD KEEPER | $12,462 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |