2023 Form 5500 filing — Private Client Resources, LLC 401(K) Retirement 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 20240912150848NAL0014957296001) for Private Client Resources, LLC 401(K) Retirement Plan, reported by Private Client Resources, LLC under EIN 06-1596299 and plan number 001. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240912150848NAL0014957296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Private Client Resources, LLC
- EIN
- 06-1596299
- Plan number
- 001
- Location
- Wilton, CT
- Participants
- 78
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,477,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,477,368
- Employer contributions
- $50,207
- Participant contributions
- $540,398
- Total income / additions
- $1,287,134
- Benefits paid
- $298,501
- Administrative expenses
- $1,073
- Total expenses
- $293,434
- Net increase / (decrease)
- $993,700
- Schedule source
- Schedule I