2023 Form 5500 filing — Clark Grave Vault Company Employees 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 20240927150842NAL0001373107001) for Clark Grave Vault Company Employees 401(K) Profit Sharing Plan And Trust, reported by Clark Grave Vault Company under EIN 31-4149350 and plan number 004. It reports 119 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)$17.6MReported net assets$17,601,391
Participants119
Provider compensation$43.9K3 Schedule C row(s)$43,905
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927150842NAL0001373107001
Plan sponsor
Clark Grave Vault Company
EIN
31-4149350
Plan number
004
Location
Columbus, OH
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)$17.6M total assets
Net assets$17.6MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$339.6K
Benefits paid / distributions$295.7K
Contributions
Employer$206.9K
Participant$270.6K
Full reported line items
Total assets (EOY)
$17,601,391
Total liabilities (EOY)
$0
Net assets (EOY)
$17,601,391
Employer contributions
$206,857
Participant contributions
$270,621
Total income / additions
$2,890,118
Benefits paid
$295,669
Administrative expenses
$43,905
Total expenses
$339,574
Net increase / (decrease)
$2,550,544
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $31.5K
  2. 2
    OTHER · Direct $10.9K
  3. 3
    RECORDKEEPER · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927150842NAL0001373107001 cover?
It is the 2023 Form 5500 filing for Clark Grave Vault Company Employees 401(K) Profit Sharing Plan And Trust, reported by Clark Grave Vault Company (EIN 31-4149350).
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