2023 Form 5500 filing — Clark Pacific Union 401(K) 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 20241010115639NAL0020935409001) for Clark Pacific Union 401(K) Plan, reported by Clark Pacific under EIN 68-0262848 and plan number 003. It reports 355 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115639NAL0020935409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clark Pacific
- EIN
- 68-0262848
- Plan number
- 003
- Location
- West Sacramento, CA
- Participants
- 355
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,928,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,928,349
- Employer contributions
- $562,812
- Participant contributions
- $254,782
- Total income / additions
- $1,158,699
- Benefits paid
- $285,068
- Administrative expenses
- $25,062
- Total expenses
- $310,130
- Net increase / (decrease)
- $848,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Company | RECORDKEEPER | $14,955 | $0 |
| Atteberry/Searle, Inc. | CONTRACT ADMIN. | $8,300 | not reported in the loaded dataset |
| Captrust Financial | INVESTMENT ADVISOR | $6,011 | not reported in the loaded dataset |