2023 Form 5500 filing — Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust
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 20240812081234NAL0005077603001) for Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust, reported by Clive Daniel Home Holdings, LLC under EIN 45-3192105 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812081234NAL0005077603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clive Daniel Home Holdings, LLC
- EIN
- 45-3192105
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,993,415
- Total liabilities (EOY)
- $8,119
- Net assets (EOY)
- $3,985,296
- Employer contributions
- $103,390
- Participant contributions
- $617,619
- Total income / additions
- $1,208,136
- Benefits paid
- $282,756
- Administrative expenses
- $27,935
- Total expenses
- $310,691
- Net increase / (decrease)
- $897,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency | INVESTMENT ADVISORY | $9,566 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,411 | $0 |