2023 Form 5500 filing — Clark-Reliance LLC 401(K) And Profit Sharing 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 20240925141442NAL0014826641001) for Clark-Reliance LLC 401(K) And Profit Sharing Plan, reported by Clark-Reliance LLC under EIN 34-0923142 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925141442NAL0014826641001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Clark-Reliance LLC
- EIN
- 34-0923142
- Plan number
- 002
- Location
- Strongsville, OH
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,165,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,165,697
- Employer contributions
- $363,127
- Participant contributions
- $1,759,774
- Total income / additions
- $7,044,287
- Benefits paid
- $5,300,691
- Administrative expenses
- $61,101
- Total expenses
- $5,365,461
- Net increase / (decrease)
- $1,678,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,819 | $0 |
| Onedigital Investment Advisors LLC | ADVISOR | $22,500 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | ADVISOR | $7,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,282 | not reported in the loaded dataset |