Plan5500

Pelli Clarke & Partners — 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, Pelli Clarke & Partners (EIN 06-1228461) is a plan sponsor located in New Haven, CT with 2 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
06-1228461
Location
New Haven, CT
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Pelli Clarke & Partners

  • 3 loaded plans hold $42.8M in reported assets.
  • The largest, Pelli Clarke & Partners Profit Sharing Plan, holds 56% of this company's reported plan assets.
  • Plans cover 251 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42.8MSummed across loaded plans$42,833,753
Total reported assets$42.8M$42,833,753
Total reported participants251
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$42.8M total assets
Net assets$42.8MLiabilities$0
Contributions & income
Employer contributions$258.7K
Participant contributions$570K
Total income / additions$8M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.2M
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets56%Pelli Clarke & Partners Profit Sharing Plan
Participants per plan84Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Pelli Clarke & Partners Profit Sharing Plan$23.9M
    Plan #001 · 75 participants · 2023
  2. 2
    Pelli Clarke & Partners Section 401(K) Plan$18.9M
    Plan #002 · 76 participants · 2023
  3. 3
    Pelli Clarke Pelli Architects Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 100 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pelli Clarke & Partners. Open one for its full reported snapshot.

  1. 2023
    Pelli Clarke & Partners Profit Sharing Plan75 participants · 2Sch HSch C
    View filing →
  2. 2023
    Pelli Clarke & Partners Section 401(K) Plan76 participants · 2Sch HSch C
    View filing →
  3. 2023
    Pelli Clarke Pelli Architects Employee Benefit Plan100 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pelli Clarke & Partners report on Form 5500?
Pelli Clarke & Partners (EIN 06-1228461) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pelli Clarke & Partners?
The Employer Identification Number (EIN) reported for Pelli Clarke & Partners is 06-1228461.
What is the latest Form 5500 filing year for Pelli Clarke & Partners?
The latest loaded Form 5500 filing year for Pelli Clarke & Partners is 2023.

Related Form 5500 pages