2023 Form 5500 filing — Clement Rivers, Llp Profit Sharing And Salary Deferred 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 20241004131652NAL0006722963001) for Clement Rivers, Llp Profit Sharing And Salary Deferred Plan, reported by Clement Rivers, Llp under EIN 57-0471590 and plan number 002. It reports 105 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)$21.7MReported net assets$21,714,553
Participants105
Provider compensation$35.7K3 Schedule C row(s)$35,697
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004131652NAL0006722963001
Plan sponsor
Clement Rivers, Llp
EIN
57-0471590
Plan number
002
Location
Charleston, SC
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)$21.7M total assets
Net assets$21.7MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$4.9M
Benefits paid / distributions$4.8M
Contributions
Employer$444.8K
Participant$562.8K
Full reported line items
Total assets (EOY)
$21,714,553
Total liabilities (EOY)
$0
Net assets (EOY)
$21,714,553
Employer contributions
$444,841
Participant contributions
$562,835
Total income / additions
$5,089,491
Benefits paid
$4,842,143
Administrative expenses
$43,560
Total expenses
$4,885,703
Net increase / (decrease)
$203,788
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $20.6K
  2. 2
    ADVISOR · Direct $15.3K
  3. 3
    RECORDKEEPER · Direct -$264 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004131652NAL0006722963001 cover?
It is the 2023 Form 5500 filing for Clement Rivers, Llp Profit Sharing And Salary Deferred Plan, reported by Clement Rivers, Llp (EIN 57-0471590).
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