2023 Form 5500 filing — Clifford Fuel Co, Inc. Employees' 401(K) Savings & 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 20241213124421NAL0008597267001) for Clifford Fuel Co, Inc. Employees' 401(K) Savings & Profit Sharing Plan, reported by Clifford Fuel Co, Inc. under EIN 15-0620960 and plan number 005. It reports 295 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)$8.7MReported net assets$8,732,694
Participants295
Provider compensation$67.6K4 Schedule C row(s)$67,615
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241213124421NAL0008597267001
- Plan sponsor
- Clifford Fuel Co, Inc.
- EIN
- 15-0620960
- Plan number
- 005
- Location
- Marcy, NY
- 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)$8.7M total assets
Net assets$8.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,732,694
- Net assets (EOY)
- $8,732,694
- Employer contributions
- $425,445
- Total income / additions
- $1,277,764
- Benefits paid
- $552,789
- Administrative expenses
- $63,565
- Total expenses
- $616,354
- Net increase / (decrease)
- $661,410
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $36,558 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | BROKER/ADVISO R | $0 | $28,508 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,599 | not reported in the loaded dataset |
| Actuarial Pension Analysts, Inc. | CONTRACT ADMIN | $950 | not reported in the loaded dataset |