2023 Form 5500 filing — Clementina-Clemco Group 401(K) Profit Sharing Plan & 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 20240911105157NAL0015734658001) for Clementina-Clemco Group 401(K) Profit Sharing Plan & Trust, reported by Clementina-Clemco Holdings, Inc. under EIN 94-3256223 and plan number 006. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911105157NAL0015734658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clementina-Clemco Holdings, Inc.
- EIN
- 94-3256223
- Plan number
- 006
- Location
- Washington, MO
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,462,989
- Net assets (EOY)
- $17,462,989
- Employer contributions
- $228,625
- Participant contributions
- $793,138
- Total income / additions
- $3,788,227
- Benefits paid
- $1,461,522
- Administrative expenses
- $58,047
- Total expenses
- $1,524,801
- Net increase / (decrease)
- $2,263,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moneta Group Investment Advisorsllc | NONE | $35,000 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $23,047 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |