The Clinton Agency, Inc P/S Plan And Trust Agremt — Form 5500 plan (The Clinton Agency 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, The Clinton Agency, Inc P/S Plan And Trust Agremt is a benefit plan reported by The Clinton Agency Inc under EIN 52-2237280 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,527,798 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.5MPlan net assets, end of year$1,527,798
Participants2Covered participants reported
Assets / participant$763.9KComputed: assets ÷ participants$763,899 (computed)
Provider compensationNone reported
- Plan sponsor
- The Clinton Agency Inc
- EIN
- 52-2237280
- Plan number
- 001
- Plan type
- 2
- Location
- Clinton, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240410200010NAL0026791121001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $1,527,798
- Net assets (EOY)
- $1,527,798
- Net assets (BOY)
- $1,204,654
Income & contributions
- Total income / additions
- $323,144
Expenses & distributions
- Net increase / (decrease)
- $323,144
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.