Clancy & Theys Construction Company 401(K) Profit Sharing Plan — Form 5500 plan (Clancy & Theys Construction Company)
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, Clancy & Theys Construction Company 401(K) Profit Sharing Plan is a benefit plan reported by Clancy & Theys Construction Company under EIN 56-0509939 and plan number 001. The latest loaded filing year is 2023. The filing reports 498 participants and $46,336,481 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$46.3MPlan net assets, end of year$46,336,481
Participants498Covered participants reported
Assets / participant$93KComputed: assets ÷ participants$93,045 (computed)
Provider compensation$227.1K3 Schedule C provider row(s)$227,122
- Plan sponsor
- Clancy & Theys Construction Company
- EIN
- 56-0509939
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 498 | H, C | 20241011090412NAL0043755858001 |
Schedule H · 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)$46.3M total assets
Net assets$46.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $46,336,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,336,481
- Net assets (BOY)
- $36,725,772
Income & contributions
- Employer contributions
- $1,539,663
- Participant contributions
- $2,824,388
- Total contributions
- $4,993,538
- Total income / additions
- $12,338,902
Expenses & distributions
- Benefits paid
- $2,501,071
- Administrative expenses
- $227,122
- Total expenses
- $2,728,193
- Net increase / (decrease)
- $9,610,709
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust Fiduciary Services | NONE | $147,768 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $65,078 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group LLC | NONE | $14,276 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clancy & Theys Construction Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Wilmington Trust Fiduciary Services — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Sentinel Benefits Group LLC — Schedule C compensation