2023 Form 5500 filing — The Clemens Family Sharing 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 20240924105513NAL0004630739001) for The Clemens Family Sharing Plan, reported by Clemens Family Corporation under EIN 75-2990486 and plan number 001. It reports 5,110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924105513NAL0004630739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clemens Family Corporation
- EIN
- 75-2990486
- Plan number
- 001
- Location
- Hatfield, PA
- Participants
- 5,110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $208,473,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $208,473,440
- Employer contributions
- $7,437,179
- Participant contributions
- $17,608,358
- Total income / additions
- $50,740,707
- Benefits paid
- $15,126,773
- Administrative expenses
- $615,137
- Total expenses
- $15,755,291
- Net increase / (decrease)
- $34,985,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $536,420 | $0 |
| Captrust | CONSULTANT | $70,000 | not reported in the loaded dataset |
| Kreischer Miller | OTHER | $23,071 | not reported in the loaded dataset |