Clifford Fuel Co, Inc. Employees' 401(K) Savings & Profit Sharing Plan — Form 5500 plan (Clifford Fuel Co, Inc.)
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, Clifford Fuel Co, Inc. Employees' 401(K) Savings & Profit Sharing Plan is a benefit plan reported by Clifford Fuel Co, Inc. under EIN 15-0620960 and plan number 005. The latest loaded filing year is 2023. The filing reports 295 participants and $8,732,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clifford Fuel Co, Inc.
- EIN
- 15-0620960
- Plan number
- 005
- Plan type
- 2
- Location
- Marcy, NY
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $8,732,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241213124421NAL0008597267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,732,694
- Net assets (EOY)
- $8,732,694
- Net assets (BOY)
- $8,071,284
Income & contributions
- Employer contributions
- $425,445
- Total contributions
- $425,445
- Total income / additions
- $1,277,764
Expenses & distributions
- Benefits paid
- $552,789
- Administrative expenses
- $63,565
- Total expenses
- $616,354
- Net increase / (decrease)
- $661,410
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $36,558 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | BROKER/ADVISO R | $0 | $28,508 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,599 | not reported in the loaded dataset | 2023 |
| Actuarial Pension Analysts, Inc. | CONTRACT ADMIN | $950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clifford Fuel Co, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Marcy, NY
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Actuarial Pension Analysts, Inc. — Schedule C compensation