2023 Form 5500 filing — Claridge Products & Equipment, LLC Employees 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 20241015114259NAL0016251827001) for Claridge Products & Equipment, LLC Employees 401(K) Plan, reported by Claridge Products & Equipment, LLC under EIN 71-0302078 and plan number 001. It reports 524 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)$7.4MReported net assets$7,446,480
Participants524
Provider compensation$41.6K2 Schedule C row(s)$41,582
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015114259NAL0016251827001
- Plan sponsor
- Claridge Products & Equipment, LLC
- EIN
- 71-0302078
- Plan number
- 001
- Location
- Coppell, TX
- 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)$7.4M total assets
Net assets$7.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,446,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,446,480
- Employer contributions
- $338,027
- Participant contributions
- $724,189
- Total income / additions
- $1,905,242
- Benefits paid
- $2,410,286
- Administrative expenses
- $41,582
- Total expenses
- $2,451,868
- Net increase / (decrease)
- -$546,626
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Consultants, Inc | RETAINED BY EMPLOYER | $21,883 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $19,699 | $0 |