Close Reach Consultancy, Inc. Retirement Plan — Form 5500 plan (Close Reach Consultancy, Inc.)
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, Close Reach Consultancy, Inc. Retirement Plan is a benefit plan reported by Close Reach Consultancy, Inc. under EIN 83-0738408 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $83,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Close Reach Consultancy, Inc.
- EIN
- 83-0738408
- Plan number
- 001
- Plan type
- 2
- Location
- Forest Hill, MD
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $83,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240626183819NAL0019034402001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $83,000
- Net assets (EOY)
- $83,000
- Net assets (BOY)
- $60,250
Income & contributions
- Total income / additions
- $22,750
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $22,750
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.