Clarkin & Phillips, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Clarkin & Phillips, P.C.)
Plain-English plan 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, Clarkin & Phillips, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Clarkin & Phillips, P.C. under EIN 04-3052899 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $4,659,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarkin & Phillips, P.C.
- EIN
- 04-3052899
- Plan number
- 001
- Plan type
- 2
- Location
- Wellesley, MA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $4,659,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240912102628NAL0005056451001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,659,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,659,298
- Net assets (BOY)
- $3,821,904
Income & contributions
- Employer contributions
- $34,478
- Participant contributions
- $129,457
- Total income / additions
- $844,584
Expenses & distributions
- Benefits paid
- $7,190
- Administrative expenses
- $0
- Total expenses
- $7,190
- Net increase / (decrease)
- $837,394
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.