Claremont Companies, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Claremont Companies, LLC (EIN 04-2795779) is a plan sponsor located in Bridgewater, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2795779
Location
Bridgewater, MA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,753,204
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$9,753,204

Contributions & income

Employer contributions
$440,006
Participant contributions
$968,564
Total income / additions
$2,907,635

Expenses & distributions

Benefits paid / distributions
$628,926
Total expenses
$709,243
Net increase / (decrease)
$2,198,392

Coverage

Total reported participants
487
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Claremont Companies, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Claremont Companies, LLC 401(K) Retirement Plan001487$9,753,2042023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Claremont Companies, LLC
YearPlanParticipantsSchedulesFiling
2023Claremont Companies, LLC 401(K) Retirement Plan487H, C20241004104658NAL0005635651001

Related Form 5500 pages