Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (With 401(K) Provisions) — Form 5500 plan (Clark, Schaefer, Hackett & Co.)
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, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (With 401(K) Provisions) is a benefit plan reported by Clark, Schaefer, Hackett & Co. under EIN 31-0800053 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $121,205,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clark, Schaefer, Hackett & Co.
- EIN
- 31-0800053
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 720
- End-of-year plan assets
- $121,205,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20241007132612NAL0026244528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,205,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,205,580
- Net assets (BOY)
- $104,457,308
Income & contributions
- Employer contributions
- $3,545,133
- Participant contributions
- $4,972,458
- Total contributions
- $11,998,721
- Total income / additions
- $28,330,496
Expenses & distributions
- Benefits paid
- $14,198,546
- Administrative expenses
- $131,047
- Total expenses
- $14,331,677
- Net increase / (decrease)
- $13,998,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $87,082 | not reported in the loaded dataset | 2023 |
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $35,277 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,099 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clark, Schaefer, Hackett & Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Empower Advisory Group, LLC — Schedule C compensation
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation