How many benefit plans does Pridgeon & Clay, Inc. report on Form 5500?

Pridgeon & Clay, Inc. (EIN 38-1310157) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Pridgeon & Clay, Inc.?

The Employer Identification Number (EIN) reported for Pridgeon & Clay, Inc. is 38-1310157.

What is the latest Form 5500 filing year for Pridgeon & Clay, Inc.?

The latest loaded Form 5500 filing year for Pridgeon & Clay, Inc. is 2023.

Pridgeon & Clay, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pridgeon & Clay, Inc. (EIN 38-1310157) is a plan sponsor located in Grand Rapids, MI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 38-1310157
Location: Grand Rapids, MI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $68,360,456
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $68,360,456

Contributions & income

Employer contributions: $487,772
Participant contributions: $3,752,173
Total income / additions: $16,942,455

Expenses & distributions

Benefits paid / distributions: $8,173,933
Total expenses: $8,340,447
Net increase / (decrease): $8,602,008

Coverage

Total reported participants: 2,360
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Pridgeon & Clay, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Pridgeon & Clay, Inc. 401(K) Retirement Savings Plan	003	911	$53,847,600	2023
Pridgeon & Clay, Inc Employee Stock Ownership Plan	004	656	$14,512,856	2023
Pridgeon & Clay, Inc. Health Benefits Plan For Employees	501	793	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Pridgeon & Clay, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Pridgeon & Clay, Inc. Health Benefits Plan For Employees	793	—	20240517083830NAL0043185713001
2023	Pridgeon & Clay, Inc Employee Stock Ownership Plan	656	H	20241008120907NAL0009621059001
2023	Pridgeon & Clay, Inc. 401(K) Retirement Savings Plan	911	H, C	20241008122108NAL0008321427001