2023 Form 5500 filing — Clinical Ink Retirement 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 20241009112028NAL0018216929001) for Clinical Ink Retirement Trust, reported by Clinical Ink under EIN 27-2987645 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112028NAL0018216929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clinical Ink
- EIN
- 27-2987645
- Plan number
- 001
- Location
- Winston-Salem, NC
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,762,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,762,230
- Employer contributions
- $872,730
- Participant contributions
- $1,880,031
- Total income / additions
- $6,348,783
- Benefits paid
- $1,789,306
- Administrative expenses
- $133,557
- Total expenses
- $1,944,330
- Net increase / (decrease)
- $4,404,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,836 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $39,274 | not reported in the loaded dataset |
| Atlantic Pension Services, Inc. | CONTRACT ADMIN | $7,450 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,950 | not reported in the loaded dataset |