Gary W. Clem, Inc. Dba Almaco Retirement Plan — Form 5500 plan (Gary W. Clem, Inc. Dba Almaco)
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, Gary W. Clem, Inc. Dba Almaco Retirement Plan is a benefit plan reported by Gary W. Clem, Inc. Dba Almaco under EIN 42-1092106 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $17,624,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gary W. Clem, Inc. Dba Almaco
- EIN
- 42-1092106
- Plan number
- 001
- Plan type
- 2
- Location
- Nevada, IA
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $17,624,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241011092629NAL0010768979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,624,069
- Total liabilities (EOY)
- $1,678
- Net assets (EOY)
- $17,622,391
- Net assets (BOY)
- $15,762,114
Income & contributions
- Employer contributions
- $373,962
- Participant contributions
- $801,108
- Total contributions
- $1,376,201
- Total income / additions
- $3,769,195
Expenses & distributions
- Benefits paid
- $1,839,520
- Administrative expenses
- $67,720
- Total expenses
- $1,908,918
- Net increase / (decrease)
- $1,860,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steele Capital Management, Inc. | NONE | $44,335 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $23,385 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,877 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gary W. Clem, Inc. Dba Almaco
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Nevada, IA
- Steele Capital Management, Inc. — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation