Climate By Design International, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Climate By Design International,)

Plain-English plan 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, Climate By Design International, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Climate By Design International, under EIN 41-1697241 and plan number 005. The latest loaded filing year is 2023. The filing reports 185 participants and $9,670,024 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Climate By Design International,
EIN
41-1697241
Plan number
005
Plan type
2
Location
Owatonna, MN
Latest filing year
2023
Participants
185
End-of-year plan assets
$9,670,024

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241216200113NAL0001014963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,670,024
Total liabilities (EOY)
$0
Net assets (EOY)
$9,670,024
Net assets (BOY)
$6,891,045

Income & contributions

Employer contributions
$250,786
Participant contributions
$782,886
Total contributions
$1,384,018
Total income / additions
$2,917,558

Expenses & distributions

Benefits paid
$86,237
Administrative expenses
$52,342
Total expenses
$138,579
Net increase / (decrease)
$2,778,979

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Murray Financial Group Dba Isc FinaINVESTMENT/FINANCIAL ADVI$18,327$02023
Adp, Inc.RECORD KEEPER$12,462$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages