2023 Form 5500 filing — Clk Multi Family Management Employee Savings 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 20240724081724NAL0027814386001) for Clk Multi Family Management Employee Savings Plan, reported by Clk Multi Family Management, LLC under EIN 20-1696623 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724081724NAL0027814386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clk Multi Family Management, LLC
- EIN
- 20-1696623
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,125,008
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,125,008
- Employer contributions
- $53,910
- Participant contributions
- $426,291
- Total income / additions
- $1,266,707
- Benefits paid
- $187,852
- Administrative expenses
- $44,013
- Total expenses
- $231,865
- Net increase / (decrease)
- $1,034,842
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $21,654 | $0 |
| Duncan Williams Asset Management | INVESTMENT ADVISOR | $20,138 | $0 |
| Burleigh Consulting Group, Inc. | TPA | $2,238 | $4,475 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,633 | $0 |