2023 Form 5500 filing — The Clarke Group, Inc. Cash Or Deferred Profit 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 20241004091915NAL0005572611001) for The Clarke Group, Inc. Cash Or Deferred Profit Sharing Plan, reported by The Clarke Group, Inc. under EIN 80-0315705 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004091915NAL0005572611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Clarke Group, Inc.
- EIN
- 80-0315705
- Plan number
- 001
- Location
- St. Charles, IL
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,843,498
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,843,498
- Employer contributions
- $449,119
- Participant contributions
- $1,443,024
- Total income / additions
- $6,462,815
- Benefits paid
- $3,980,275
- Administrative expenses
- $24,127
- Total expenses
- $4,009,819
- Net increase / (decrease)
- $2,452,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crowe Llp | ACCOUNTANT | $15,300 | not reported in the loaded dataset |
| Definiti | CONSULTANT | $6,445 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $975 | $0 |