David Clark Employee Stock Ownership Plan — Form 5500 plan (David Clark Holdings, 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, David Clark Employee Stock Ownership Plan is a benefit plan reported by David Clark Holdings, Inc. under EIN 84-4259761 and plan number 003. The latest loaded filing year is 2023. The filing reports 249 participants and $209,266,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Clark Holdings, Inc.
- EIN
- 84-4259761
- Plan number
- 003
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $209,266,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H | 20241004125019NAL0005705571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $209,266,000
- Total liabilities (EOY)
- $57,427,807
- Net assets (EOY)
- $151,838,193
- Net assets (BOY)
- $140,244,516
Income & contributions
- Employer contributions
- $3,391,824
- Total contributions
- $3,391,824
- Total income / additions
- $21,271,634
Expenses & distributions
- Benefits paid
- $7,134,520
- Administrative expenses
- $0
- Total expenses
- $8,627,883
- Net increase / (decrease)
- $12,643,751
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.