2023 Form 5500 filing — Clark & Washington, Pc 401(K) Profit Sharing Plan & 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 20241010130426NAL0021010833001) for Clark & Washington, Pc 401(K) Profit Sharing Plan & Trust, reported by Clark & Washington, Pc under EIN 58-1638667 and plan number 001. It reports 199 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)$3.1MReported net assets$3,136,540
Participants199
Provider compensation$4.1K1 Schedule C row(s)$4,106
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010130426NAL0021010833001
Plan sponsor
Clark & Washington, Pc
EIN
58-1638667
Plan number
001
Location
Atlanta, GA
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)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$480.1K
Total expenses$70.1K
Benefits paid / distributions$66K
Contributions
Employer$9.2K
Participant$156.8K
Full reported line items
Total assets (EOY)
$3,136,540
Total liabilities (EOY)
$0
Net assets (EOY)
$3,136,540
Employer contributions
$9,199
Participant contributions
$156,821
Total income / additions
$480,051
Benefits paid
$66,038
Administrative expenses
$4,106
Total expenses
$70,144
Net increase / (decrease)
$409,907
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $4.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010130426NAL0021010833001 cover?
It is the 2023 Form 5500 filing for Clark & Washington, Pc 401(K) Profit Sharing Plan & Trust, reported by Clark & Washington, Pc (EIN 58-1638667).
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