Clementina-Clemco Group 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Clementina-Clemco 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, Clementina-Clemco Group 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Clementina-Clemco Holdings, Inc. under EIN 94-3256223 and plan number 006. The latest loaded filing year is 2023. The filing reports 181 participants and $17,462,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clementina-Clemco Holdings, Inc.
- EIN
- 94-3256223
- Plan number
- 006
- Plan type
- 2
- Location
- Washington, MO
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $17,462,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240911105157NAL0015734658001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,462,989
- Net assets (EOY)
- $17,462,989
- Net assets (BOY)
- $15,199,563
Income & contributions
- Employer contributions
- $228,625
- Participant contributions
- $793,138
- Total contributions
- $1,035,222
- Total income / additions
- $3,788,227
Expenses & distributions
- Benefits paid
- $1,461,522
- Administrative expenses
- $58,047
- Total expenses
- $1,524,801
- Net increase / (decrease)
- $2,263,426
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moneta Group Investment Advisorsllc | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $23,047 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clementina-Clemco Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Washington, MO
- Moneta Group Investment Advisorsllc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation