2023 Form 5500 filing — Claremont Companies, LLC 401(K) Retirement 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 20241004104658NAL0005635651001) for Claremont Companies, LLC 401(K) Retirement Plan, reported by Claremont Companies, LLC under EIN 04-2795779 and plan number 001. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004104658NAL0005635651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Claremont Companies, LLC
- EIN
- 04-2795779
- Plan number
- 001
- Location
- Bridgewater, MA
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,753,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,753,204
- Employer contributions
- $440,006
- Participant contributions
- $968,564
- Total income / additions
- $2,907,635
- Benefits paid
- $628,926
- Administrative expenses
- $78,894
- Total expenses
- $709,243
- Net increase / (decrease)
- $2,198,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,391 | $0 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $20,751 | not reported in the loaded dataset |