Clark Associates Multiple Employer 401(K) Plan — Form 5500 plan (Clark Core Services, 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, Clark Associates Multiple Employer 401(K) Plan is a benefit plan reported by Clark Core Services, LLC under EIN 23-1855710 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,385 participants and $197,261,994 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clark Core Services, LLC
EIN
23-1855710
Plan number
001
Plan type
3
Location
Lancaster, PA
Latest filing year
2023
Participants
7,385
End-of-year plan assets
$197,261,994

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,385H, C20241015132310NAL0016478707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$197,261,994
Total liabilities (EOY)
$0
Net assets (EOY)
$197,261,994
Net assets (BOY)
$136,801,073

Income & contributions

Employer contributions
$22,294,736
Participant contributions
$24,843,143
Total contributions
$50,408,573
Total income / additions
$73,434,632

Expenses & distributions

Benefits paid
$12,095,084
Administrative expenses
$781,804
Total expenses
$12,973,711
Net increase / (decrease)
$60,460,921

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$521,884$02023
Na Falcone & Associates Inc.CONTRACT ADMINISTRATOR$259,920$24,8712023

Related Form 5500 pages