Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Clive Daniel Home Holdings, 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, Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Clive Daniel Home Holdings, LLC under EIN 45-3192105 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $3,993,415 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clive Daniel Home Holdings, LLC
EIN
45-3192105
Plan number
001
Plan type
2
Location
Fort Myers, FL
Latest filing year
2023
Participants
208
End-of-year plan assets
$3,993,415

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20240812081234NAL0005077603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,993,415
Total liabilities (EOY)
$8,119
Net assets (EOY)
$3,985,296
Net assets (BOY)
$3,087,851

Income & contributions

Employer contributions
$103,390
Participant contributions
$617,619
Total contributions
$722,849
Total income / additions
$1,208,136

Expenses & distributions

Benefits paid
$282,756
Administrative expenses
$27,935
Total expenses
$310,691
Net increase / (decrease)
$897,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Life AgencyINVESTMENT ADVISORY$9,566not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$1,411$02023

Related Form 5500 pages