401(k)
2023 plan-year 401(k) DOL Form 5500

Celebrate the Children, Inc. Safe Harbor 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Celebrate the Children, Inc. · New Jersey · Educational Services

What the 2023 filing shows

Celebrate the Children, Inc. Safe Harbor 401(k) Plan holds $10M for 261 participants — about $37,430 per participant, up 14.8% over the 2023 plan year.

$10M
total plan assets (2023 EOY)
261
covered participants
$37,430
avg assets per participant
+14.8%
assets growth YoY
Total Assets (2023)
$10M
Participants
261
State
Industry
Educational Services

What the Filing Says About Celebrate the Children, Inc. Safe Harbor 401(k) Plan

Celebrate the Children, Inc. Safe Harbor 401(k) Plan is a 401(k) retirement plan sponsored by Celebrate the Children, Inc., headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 261 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 550804200, and the plan has been effective since 2015-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $10M at year-end — a gain of 14.8%. Net assets (after liabilities) closed the year at $10M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$1M
Plan Type401(k)
Employer EIN550804200
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Celebrate the Children, Inc.)

Year Plans Participants Total Assets
2022 1 273 $9M
2023 1 261 $10M

Nearby 401(k) Plans in New Jersey

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Frequently Asked Questions

How much money is in the Celebrate the Children, Inc. Safe Harbor 401(k) Plan?
As of the 2023 Form 5500 filing, Celebrate the Children, Inc. Safe Harbor 401(k) Plan holds $10M in total assets with 261 participants. It is sponsored by Celebrate the Children, Inc..
What type of plan is Celebrate the Children, Inc. Safe Harbor 401(k) Plan?
Celebrate the Children, Inc. Safe Harbor 401(k) Plan is a 401(k) plan. It has been effective since 2015-07-01. The plan is filed with the U.S. Department of Labor under EIN 550804200.
Who sponsors the Celebrate the Children, Inc. Safe Harbor 401(k) Plan?
Celebrate the Children, Inc. Safe Harbor 401(k) Plan is sponsored by Celebrate the Children, Inc., located in New Jersey. The sponsor's EIN is 550804200 and the plan operates in the Educational Services industry.
How did Celebrate the Children, Inc. Safe Harbor 401(k) Plan perform in 2023?
Celebrate the Children, Inc. Safe Harbor 401(k) Plan grew by 14.8% during 2023, moving from $9M to $10M in total assets. Net income was $1M.
Where can I find official filings for Celebrate the Children, Inc. Safe Harbor 401(k) Plan?
Official Form 5500 filings for Celebrate the Children, Inc. Safe Harbor 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550804200 or plan name at efast.dol.gov.
How does Celebrate the Children, Inc. Safe Harbor 401(k) Plan compare to other plans?
You can compare Celebrate the Children, Inc. Safe Harbor 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 550804200.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.