2023 Form 5500 filing — Clarke Power Services, Inc. Employee Retirement Savings 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 20241009104741NAL0032459744001) for Clarke Power Services, Inc. Employee Retirement Savings Plan, reported by Clarke Power Services, Inc. under EIN 31-0682368 and plan number 003. It reports 1,051 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)$83.6MReported net assets$83,592,542

Participants1.1K1,051

Provider compensation$211.4K4 Schedule C row(s)$211,367

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241009104741NAL0032459744001
Plan sponsor: Clarke Power Services, Inc.
EIN: 31-0682368
Plan number: 003
Location: Cincinnati, 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)$83.6M total assets

Net assets$83.6MLiabilities$0

Money in vs. money out

Total income / additions$19.3M

Total expenses$5.7M

Benefits paid / distributions$5.6M

Contributions

Employer$2.7M

Participant$5.1M

Full reported line items

Total assets (EOY): $83,592,542
Total liabilities (EOY): $0
Net assets (EOY): $83,592,542
Employer contributions: $2,670,462
Participant contributions: $5,094,231
Total income / additions: $19,297,148
Benefits paid: $5,565,147
Administrative expenses: $184,376
Total expenses: $5,749,523
Net increase / (decrease): $13,547,625

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$184.3K
CONTRACT ADMINISTRATOR · Direct $184.3K · Indirect $0
2
Principal Securities Inc$27K
OTHER SERVICES · Direct $0 · Indirect $27K
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009104741NAL0032459744001 cover?: It is the 2023 Form 5500 filing for Clarke Power Services, Inc. Employee Retirement Savings Plan, reported by Clarke Power Services, Inc. (EIN 31-0682368).
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).