2023 Form 5500 filing — Clark Campbell 401(K) 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 20240715105733NAL0000786755001) for Clark Campbell 401(K) Plan, reported by Clark, Campbell, Lancaster, Workman & Airth, P.A. under EIN 59-2898081 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,386,997
Participants26
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240715105733NAL0000786755001
Plan sponsor
Clark, Campbell, Lancaster, Workman & Airth, P.A.
EIN
59-2898081
Plan number
001
Location
Lakeland, FL
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)$5.4M total assets
Net assets$5.4MLiabilities
Money in vs. money out
Total income / additions$951.1K
Total expenses$10.4K
Benefits paid / distributions$10.3K
Contributions
Employer$141.8K
Participant$173.3K
Full reported line items
Total assets (EOY)
$5,386,997
Net assets (EOY)
$5,386,997
Employer contributions
$141,754
Participant contributions
$173,320
Total income / additions
$951,126
Benefits paid
$10,342
Administrative expenses
$100
Total expenses
$10,442
Net increase / (decrease)
$940,684

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715105733NAL0000786755001 cover?
It is the 2023 Form 5500 filing for Clark Campbell 401(K) Plan, reported by Clark, Campbell, Lancaster, Workman & Airth, P.A. (EIN 59-2898081).
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