Clk Multi Family Management Employee Savings Plan — Form 5500 plan (Clk Multi Family Management, LLC)
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, Clk Multi Family Management Employee Savings Plan is a benefit plan reported by Clk Multi Family Management, LLC under EIN 20-1696623 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $5,125,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clk Multi Family Management, LLC
- EIN
- 20-1696623
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $5,125,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20240724081724NAL0027814386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,125,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,125,008
- Net assets (BOY)
- $4,090,166
Income & contributions
- Employer contributions
- $53,910
- Participant contributions
- $426,291
- Total contributions
- $480,201
- Total income / additions
- $1,266,707
Expenses & distributions
- Benefits paid
- $187,852
- Administrative expenses
- $44,013
- Total expenses
- $231,865
- Net increase / (decrease)
- $1,034,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $21,654 | $0 | 2023 |
| Duncan Williams Asset Management | INVESTMENT ADVISOR | $20,138 | $0 | 2023 |
| Burleigh Consulting Group, Inc. | TPA | $2,238 | $4,475 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,633 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clk Multi Family Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Duncan Williams Asset Management — Schedule C compensation
- Burleigh Consulting Group, Inc. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation