2023 Form 5500 filing — Clancy & Theys Construction Company 401(K) 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 20241011090412NAL0043755858001) for Clancy & Theys Construction Company 401(K) Profit Sharing Plan, reported by Clancy & Theys Construction Company under EIN 56-0509939 and plan number 001. It reports 498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$46.3MReported net assets$46,336,481
Participants498
Provider compensation$227.1K3 Schedule C row(s)$227,122
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011090412NAL0043755858001
- Plan sponsor
- Clancy & Theys Construction Company
- EIN
- 56-0509939
- Plan number
- 001
- Location
- Raleigh, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$46.3M total assets
Net assets$46.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $46,336,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,336,481
- Employer contributions
- $1,539,663
- Participant contributions
- $2,824,388
- Total income / additions
- $12,338,902
- Benefits paid
- $2,501,071
- Administrative expenses
- $227,122
- Total expenses
- $2,728,193
- Net increase / (decrease)
- $9,610,709
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust Fiduciary Services | NONE | $147,768 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $65,078 | not reported in the loaded dataset |
| Sentinel Benefits Group LLC | NONE | $14,276 | not reported in the loaded dataset |