2023 Form 5500 filing — Clopay Ames Pension 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 20241011145424NAL0011054051001) for Clopay Ames Pension Plan, reported by The Ames Companies, Inc. under EIN 22-2335400 and plan number 410. It reports 3,728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145424NAL0011054051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ames Companies, Inc.
- EIN
- 22-2335400
- Plan number
- 410
- Location
- Orlando, FL
- Participants
- 3,728
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,181,041
- Total liabilities (EOY)
- $62,790
- Net assets (EOY)
- $132,118,251
- Employer contributions
- $2,215,354
- Total income / additions
- $17,753,789
- Benefits paid
- $10,403,098
- Administrative expenses
- $1,914,743
- Total expenses
- $12,317,841
- Net increase / (decrease)
- $5,435,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | NONE | $248,711 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $162,093 | not reported in the loaded dataset |
| Bank Of America | NONE | $103,596 | not reported in the loaded dataset |
| Principal Trust Company | NONE | $0 | $0 |