Clippard 401(K)/ Profit Sharing Plan — Form 5500 plan (Clippard Instrument Laboratory, 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, Clippard 401(K)/ Profit Sharing Plan is a benefit plan reported by Clippard Instrument Laboratory, Inc. under EIN 31-0509028 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $28,484,453 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clippard Instrument Laboratory, Inc.
EIN
31-0509028
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
282
End-of-year plan assets
$28,484,453

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240813141156NAL0023034210001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,484,453
Total liabilities (EOY)
$0
Net assets (EOY)
$28,484,453
Net assets (BOY)
$24,426,707

Income & contributions

Employer contributions
$523,793
Participant contributions
$1,248,584
Total contributions
$1,827,297
Total income / additions
$6,634,058

Expenses & distributions

Benefits paid
$2,574,200
Administrative expenses
$2,112
Total expenses
$2,576,312
Net increase / (decrease)
$4,057,746

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,112$02023

Related Form 5500 pages