Clarion Events, Inc. 401(K) Plan — Form 5500 plan (Clarion Events, 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, Clarion Events, Inc. 401(K) Plan is a benefit plan reported by Clarion Events, Inc. under EIN 73-0399210 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $33,447,502 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clarion Events, Inc.
EIN
73-0399210
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
452
End-of-year plan assets
$33,447,502

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023452H, C20241004114059NAL0012169377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,447,502
Total liabilities (EOY)
$0
Net assets (EOY)
$33,447,502
Net assets (BOY)
$28,724,261

Income & contributions

Employer contributions
$377,649
Participant contributions
$1,988,360
Total contributions
$3,210,910
Total income / additions
$7,920,855

Expenses & distributions

Benefits paid
$3,097,445
Administrative expenses
$100,169
Total expenses
$3,197,614
Net increase / (decrease)
$4,723,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$42,919$02023
Bok FinancialRIA$37,500not reported in the loaded dataset2023
Hogantaylor LlpAUDITOR$19,750not reported in the loaded dataset2023

Related Form 5500 pages