Claridge Products & Equipment, LLC Employees 401(K) Plan — Form 5500 plan (Claridge Products & Equipment, 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, Claridge Products & Equipment, LLC Employees 401(K) Plan is a benefit plan reported by Claridge Products & Equipment, LLC under EIN 71-0302078 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $7,446,480 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.4MPlan net assets, end of year$7,446,480
Participants524Covered participants reported
Assets / participant$14.2KComputed: assets ÷ participants$14,211 (computed)
Provider compensation$41.6K2 Schedule C provider row(s)$41,582
- Plan sponsor
- Claridge Products & Equipment, LLC
- EIN
- 71-0302078
- Plan number
- 001
- Plan type
- 2
- Location
- Coppell, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20241015114259NAL0016251827001 |
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)$7.4M total assets
Net assets$7.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,446,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,446,480
- Net assets (BOY)
- $7,993,106
Income & contributions
- Employer contributions
- $338,027
- Participant contributions
- $724,189
- Total contributions
- $1,111,521
- Total income / additions
- $1,905,242
Expenses & distributions
- Benefits paid
- $2,410,286
- Administrative expenses
- $41,582
- Total expenses
- $2,451,868
- Net increase / (decrease)
- -$546,626
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets33%Computed ratio
Benefits paid ÷ total income127%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Consultants, Inc | RETAINED BY EMPLOYER | $21,883 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $19,699 | $0 | 2023 |