The Clemens Family Sharing Plan — Form 5500 plan (Clemens Family Corporation)

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 Clemens Family Sharing Plan is a benefit plan reported by Clemens Family Corporation under EIN 75-2990486 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,110 participants and $208,473,440 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clemens Family Corporation
EIN
75-2990486
Plan number
001
Plan type
2
Location
Hatfield, PA
Latest filing year
2023
Participants
5,110
End-of-year plan assets
$208,473,440

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,110H, C20240924105513NAL0004630739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$208,473,440
Total liabilities (EOY)
$0
Net assets (EOY)
$208,473,440
Net assets (BOY)
$173,488,024

Income & contributions

Employer contributions
$7,437,179
Participant contributions
$17,608,358
Total contributions
$25,627,696
Total income / additions
$50,740,707

Expenses & distributions

Benefits paid
$15,126,773
Administrative expenses
$615,137
Total expenses
$15,755,291
Net increase / (decrease)
$34,985,416

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$536,420$02023
CaptrustCONSULTANT$70,000not reported in the loaded dataset2023
Kreischer MillerOTHER$23,071not reported in the loaded dataset2023

Related Form 5500 pages