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, Clawson & Staubes, LLC 401(K) Plan is a benefit plan reported by Clawson & Staubes, LLC under EIN 57-0635904 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $17,763,311 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,763,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,763,311
- Net assets (BOY)
- $15,140,118
Income & contributions
- Employer contributions
- $308,978
- Participant contributions
- $699,669
- Total contributions
- $1,008,647
- Total income / additions
- $4,003,864
Expenses & distributions
- Benefits paid
- $1,379,546
- Administrative expenses
- $1,125
- Total expenses
- $1,380,671
- Net increase / (decrease)
- $2,623,193