2023 Form 5500 filing — Clayton & Little, Pllc Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240619154507NAL0000288528003) for Clayton & Little, Pllc Profit Sharing Plan, reported by Clayton & Little, Pllc under EIN 46-3116198 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,223,888
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240619154507NAL0000288528003
Plan sponsor
Clayton & Little, Pllc
EIN
46-3116198
Plan number
001
Location
Jackson, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities
Money in vs. money out
Total income / additions$399.6K
Total expenses$25K
Benefits paid / distributions$25K
Contributions
Employer$26.3K
Participant$53.3K
Full reported line items
Total assets (EOY)
$2,223,888
Net assets (EOY)
$2,223,888
Employer contributions
$26,328
Participant contributions
$53,274
Total income / additions
$399,554
Benefits paid
$25,000
Total expenses
$25,000
Net increase / (decrease)
$374,554

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240619154507NAL0000288528003 cover?
It is the 2023 Form 5500 filing for Clayton & Little, Pllc Profit Sharing Plan, reported by Clayton & Little, Pllc (EIN 46-3116198).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages