2023 Form 5500 filing — Clayton Foundation For Research Employees' 401k
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 20240930160448NAL0003386323001) for Clayton Foundation For Research Employees' 401k, reported by Clayton Foundation For Research under EIN 74-1541767 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160448NAL0003386323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clayton Foundation For Research
- EIN
- 74-1541767
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,746,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,746,541
- Employer contributions
- $466,619
- Participant contributions
- $116,112
- Total income / additions
- $3,284,188
- Benefits paid
- $894,465
- Administrative expenses
- $51,623
- Total expenses
- $946,088
- Net increase / (decrease)
- $2,338,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $51,623 | $0 |
| Onedigital Investment Advisors | SERVICE PROVIDER | $0 | $41,974 |