Celartem, Inc. 401(K) Plan — Form 5500 plan (Celartem, Inc. Dba Extensis And Lizard Tech)

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, Celartem, Inc. 401(K) Plan is a benefit plan reported by Celartem, Inc. Dba Extensis And Lizard Tech under EIN 91-1862805 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $16,318,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Celartem, Inc. Dba Extensis And Lizard Tech
EIN
91-1862805
Plan number
002
Plan type
2
Location
Tigard, OR
Latest filing year
2023
Participants
130
End-of-year plan assets
$16,318,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241001163906NAL0003460403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,318,791
Total liabilities (EOY)
$0
Net assets (EOY)
$16,318,791
Net assets (BOY)
$15,548,986

Income & contributions

Employer contributions
$155,455
Participant contributions
$793,753
Total contributions
$949,208
Total income / additions
$3,317,756

Expenses & distributions

Benefits paid
$2,488,972
Administrative expenses
$58,264
Total expenses
$2,547,951
Net increase / (decrease)
$769,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Keudell Morrison Wealth ManagementINVESTMENT ADVISOR$56,939not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,325$02023

Related Form 5500 pages