2023 Form 5500 filing — Cleaner'S Supply And Mity Forms Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729131607NAL0042416834001) for Cleaner'S Supply And Mity Forms Retirement Plan, reported by Cleaner'S Supply Inc. under EIN 16-1345258 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729131607NAL0042416834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleaner'S Supply Inc.
- EIN
- 16-1345258
- Plan number
- 001
- Location
- Conklin, NY
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,462,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,462,287
- Employer contributions
- $186,031
- Participant contributions
- $529,159
- Total income / additions
- $2,924,599
- Benefits paid
- $219,833
- Administrative expenses
- $36,491
- Total expenses
- $256,324
- Net increase / (decrease)
- $2,668,275
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nbt Bancorp Na | NONE | $36,492 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $3,902 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Epic Retirement Plan Services | NONE | $0 | $0 |