Cloudsmartz, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Cloudsmartz, INC.
  • Sponsor EIN: 464371894
  • Sponsor Address: 145 CULVER ROAD, ROCHESTER, NY, 14620
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20236$2.3M$53,240$90,378
20227$1.8M$30,492$84,532

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