2023 Form 5500 filing — J.L. Clark Employees Retirement 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 20240826164423NAL0016119888001) for J.L. Clark Employees Retirement Savings Plan, reported by J.L. Clark, LLC under EIN 36-3582485 and plan number 010. It reports 444 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)$28.2MReported net assets$28,235,361
Participants444
Provider compensation$19K1 Schedule C row(s)$19,044
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240826164423NAL0016119888001
Plan sponsor
J.L. Clark, LLC
EIN
36-3582485
Plan number
010
Location
Rockford, IL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$28.2M total assets
Net assets$28.2MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$906.6K
Participant$1.9M
Full reported line items
Total assets (EOY)
$28,235,361
Total liabilities (EOY)
$0
Net assets (EOY)
$28,235,361
Employer contributions
$906,585
Participant contributions
$1,948,492
Total income / additions
$6,996,414
Benefits paid
$4,353,735
Administrative expenses
$19,044
Total expenses
$4,372,779
Net increase / (decrease)
$2,623,635
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $19K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826164423NAL0016119888001 cover?
It is the 2023 Form 5500 filing for J.L. Clark Employees Retirement Savings Plan, reported by J.L. Clark, LLC (EIN 36-3582485).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages