Cleaner'S Supply And Mity Forms Retirement Plan — Form 5500 plan (Cleaner'S Supply 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, Cleaner'S Supply And Mity Forms Retirement Plan is a benefit plan reported by Cleaner'S Supply Inc. under EIN 16-1345258 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $14,462,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cleaner'S Supply Inc.
EIN
16-1345258
Plan number
001
Plan type
2
Location
Conklin, NY
Latest filing year
2023
Participants
177
End-of-year plan assets
$14,462,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240729131607NAL0042416834001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,462,287
Total liabilities (EOY)
$0
Net assets (EOY)
$14,462,287
Net assets (BOY)
$11,794,012

Income & contributions

Employer contributions
$186,031
Participant contributions
$529,159
Total contributions
$720,141
Total income / additions
$2,924,599

Expenses & distributions

Benefits paid
$219,833
Administrative expenses
$36,491
Total expenses
$256,324
Net increase / (decrease)
$2,668,275

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbt Bancorp NaNONE$36,492not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$3,9022023
Charles Schwab & Co., Inc.NONE$0$02023
Epic Retirement Plan ServicesNONE$0$02023

Related Form 5500 pages