2023 Form 5500 filing — Clark Dietz, Inc. Employee Stock Ownership 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 20240815082631NAL0007361331001) for Clark Dietz, Inc. Employee Stock Ownership Plan, reported by Clark Dietz, Inc. under EIN 37-1212051 and plan number 002. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.9MReported net assets$8,911,718
Participants167
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240815082631NAL0007361331001
- Plan sponsor
- Clark Dietz, Inc.
- EIN
- 37-1212051
- Plan number
- 002
- Location
- Champaign, IL
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,911,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,911,718
- Total income / additions
- $3,497,949
- Benefits paid
- $1,254,524
- Administrative expenses
- $100
- Total expenses
- $1,254,624
- Net increase / (decrease)
- $2,243,325