2023 Form 5500 filing — Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust
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 20240812081234NAL0005077603001) for Clive Daniel Home Holdings, LLC 401(K) Profit Sharing Plan And Trust, reported by Clive Daniel Home Holdings, LLC under EIN 45-3192105 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4MReported net assets$3,985,296
Participants208
Provider compensation$11K2 Schedule C row(s)$10,977
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240812081234NAL0005077603001
- Plan sponsor
- Clive Daniel Home Holdings, LLC
- EIN
- 45-3192105
- Plan number
- 001
- Location
- Fort Myers, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$8.1K
Full reported line items
- Total assets (EOY)
- $3,993,415
- Total liabilities (EOY)
- $8,119
- Net assets (EOY)
- $3,985,296
- Employer contributions
- $103,390
- Participant contributions
- $617,619
- Total income / additions
- $1,208,136
- Benefits paid
- $282,756
- Administrative expenses
- $27,935
- Total expenses
- $310,691
- Net increase / (decrease)
- $897,445
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Life Agency | INVESTMENT ADVISORY | $9,566 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,411 | $0 |