2023 Form 5500 filing — Gary W. Clem, Inc. Dba Almaco 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 20241011092629NAL0010768979001) for Gary W. Clem, Inc. Dba Almaco Retirement Plan, reported by Gary W. Clem, Inc. Dba Almaco under EIN 42-1092106 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092629NAL0010768979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gary W. Clem, Inc. Dba Almaco
- EIN
- 42-1092106
- Plan number
- 001
- Location
- Nevada, IA
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,624,069
- Total liabilities (EOY)
- $1,678
- Net assets (EOY)
- $17,622,391
- Employer contributions
- $373,962
- Participant contributions
- $801,108
- Total income / additions
- $3,769,195
- Benefits paid
- $1,839,520
- Administrative expenses
- $67,720
- Total expenses
- $1,908,918
- Net increase / (decrease)
- $1,860,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steele Capital Management, Inc. | NONE | $44,335 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $23,385 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,877 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |