The Clarke Group, 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, The Clarke Group, Inc. (EIN 80-0315705) is a plan sponsor located in St. Charles, IL with 1 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
80-0315705
Location
St. Charles, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$32,843,498
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$32,843,498

Contributions & income

Employer contributions
$449,119
Participant contributions
$1,443,024
Total income / additions
$6,462,815

Expenses & distributions

Benefits paid / distributions
$3,980,275
Total expenses
$4,009,819
Net increase / (decrease)
$2,452,996

Coverage

Total reported participants
248
Plans with financial statements
1
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

The Clarke Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Clarke Group, Inc. Cash Or Deferred Profit Sharing Plan001248$32,843,4982023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Clarke Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Clarke Group, Inc. Cash Or Deferred Profit Sharing Plan248H, C20241004091915NAL0005572611001

Related Form 5500 pages