2023 Form 5500 filing — Clyde Companies, Inc. 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 20240924001857NAL0012219073001) for Clyde Companies, Inc. 401(K) Retirement Plan, reported by Clyde Companies, Inc. under EIN 87-0260879 and plan number 002. It reports 5,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924001857NAL0012219073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clyde Companies, Inc.
- EIN
- 87-0260879
- Plan number
- 002
- Location
- Orem, UT
- Participants
- 5,549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $280,849,008
- Net assets (EOY)
- $280,849,008
- Employer contributions
- $23,246,121
- Participant contributions
- $16,598,169
- Total income / additions
- $81,153,302
- Benefits paid
- $23,438,600
- Administrative expenses
- $263,312
- Total expenses
- $23,701,912
- Net increase / (decrease)
- $57,451,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors LLC | NONE | $94,848 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $44,975 | not reported in the loaded dataset |
| Morningstar Inc | NONE | $26,451 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |