2023 Form 5500 filing — Clarion Events, Inc. 401(K) 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 20241004114059NAL0012169377001) for Clarion Events, Inc. 401(K) Plan, reported by Clarion Events, Inc. under EIN 73-0399210 and plan number 001. It reports 452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004114059NAL0012169377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarion Events, Inc.
- EIN
- 73-0399210
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,447,502
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,447,502
- Employer contributions
- $377,649
- Participant contributions
- $1,988,360
- Total income / additions
- $7,920,855
- Benefits paid
- $3,097,445
- Administrative expenses
- $100,169
- Total expenses
- $3,197,614
- Net increase / (decrease)
- $4,723,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $42,919 | $0 |
| Bok Financial | RIA | $37,500 | not reported in the loaded dataset |
| Hogantaylor Llp | AUDITOR | $19,750 | not reported in the loaded dataset |