Plan5500

Claridge Products & Equipment, 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, Claridge Products & Equipment, LLC (EIN 71-0302078) is a plan sponsor located in Coppell, TX 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
71-0302078
Location
Coppell, TX
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.4MSummed across loaded plans$7,446,480
Total reported assets$7.4M$7,446,480
Total reported participants978
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.4M total assets
Net assets$7.4MLiabilities$0
Contributions & income
Employer contributions$338K
Participant contributions$724.2K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)-$546.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Claridge Products & Equipment, LLC Employees 401(K) Plan
Participants per plan489Average 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
    Claridge Products & Equipment, LLC Employees 401(K) Plan$7.4M
    Plan #001 · 524 participants · 2023
  2. 2
    Claridge Products & Equipment, Inc. Group Life And Medical Plannot reported in the loaded dataset
    Plan #501 · 454 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Claridge Products & Equipment, LLC
YearPlanParticipantsSchedulesFiling
2023Claridge Products & Equipment, Inc. Group Life And Medical Plan454—20240708154746NAL0020292992001
2023Claridge Products & Equipment, LLC Employees 401(K) Plan524H, C20241015114259NAL0016251827001

Related Form 5500 pages