2023 Form 5500 filing — The Clorox Company Ee Retirement Investment Plan For Puerto Rico

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 20241011131647NAL0022813809001) for The Clorox Company Ee Retirement Investment Plan For Puerto Rico, reported by The Clorox Company under EIN 31-0595760 and plan number 007. It reports 144 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)$18.8MReported net assets$18,763,670
Participants144
Provider compensation$25.1K2 Schedule C row(s)$25,090
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011131647NAL0022813809001
Plan sponsor
The Clorox Company
EIN
31-0595760
Plan number
007
Location
Oakland, CA
Received date
not reported in the loaded dataset
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)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$660.3K
Benefits paid / distributions$635.6K
Contributions
Employer$425.9K
Participant$395.8K
Full reported line items
Total assets (EOY)
$18,763,670
Total liabilities (EOY)
$0
Net assets (EOY)
$18,763,670
Employer contributions
$425,855
Participant contributions
$395,807
Total income / additions
$3,642,348
Benefits paid
$635,592
Administrative expenses
$24,728
Total expenses
$660,320
Net increase / (decrease)
$2,982,028

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Vanguard Advisers Inc.NONE$19,927not reported in the loaded dataset
The Vanguard Group, Inc.NONE$5,163$0

Related Form 5500 pages