Clinical Ink Retirement Trust — Form 5500 plan (Clinical Ink)
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, Clinical Ink Retirement Trust is a benefit plan reported by Clinical Ink under EIN 27-2987645 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $14,762,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clinical Ink
- EIN
- 27-2987645
- Plan number
- 001
- Plan type
- 2
- Location
- Winston-Salem, NC
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $14,762,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241009112028NAL0018216929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,762,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,762,230
- Net assets (BOY)
- $10,357,777
Income & contributions
- Employer contributions
- $872,730
- Participant contributions
- $1,880,031
- Total contributions
- $4,248,209
- Total income / additions
- $6,348,783
Expenses & distributions
- Benefits paid
- $1,789,306
- Administrative expenses
- $133,557
- Total expenses
- $1,944,330
- Net increase / (decrease)
- $4,404,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,836 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $39,274 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services, Inc. | CONTRACT ADMIN | $7,450 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clinical Ink
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Winston-Salem, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Atlantic Pension Services, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation