Plan5500

Clive Daniel Home — 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, Clive Daniel Home (EIN 45-3192105) is a plan sponsor located in Fort Meyers, FL 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
45-3192105
Location
Fort Meyers, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4MSummed across loaded plans$3,985,296
Total reported assets$4M$3,993,415
Total reported participants470
Total reported liabilities$8.1K$8,119

Reported net position

Reported assets = net assets + liabilities (summed)$4M total assets
Net assets$4MLiabilities$8.1K
Contributions & income
Employer contributions$103.4K
Participant contributions$617.6K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$282.8K
Total expenses$310.7K
Net increase / (decrease)$897.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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 assets100%Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust
Participants per plan235Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust$4M
    Plan #001 · 208 participants · 2023
  2. 2
    Clive Daniel Home Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 262 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Clive Daniel Home
YearPlanParticipantsSchedulesFiling
2023Clive Daniel Home Health And Welfare Benefit Plan262C20240710123830NAL0008587411001
2023Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust208H, C20240812081234NAL0005077603001

Related Form 5500 pages