2023 Form 5500 filing — Clay Ingels Co., LLC 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 20241014100434NAL0044086320001) for Clay Ingels Co., LLC Retirement Savings Plan, reported by Clay Ingels Co., LLC under EIN 61-0506067 and plan number 002. It reports 276 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)$12.3MReported net assets$12,344,286
Participants276
Provider compensation$14.2K2 Schedule C row(s)$14,158
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014100434NAL0044086320001
Plan sponsor
Clay Ingels Co., LLC
EIN
61-0506067
Plan number
002
Location
Lexington, KY
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)$12.4M total assets
Net assets$12.3MLiabilities$21.5K
Money in vs. money out
Total income / additions$3.5M
Total expenses$4.5M
Benefits paid / distributions$4.5M
Contributions
Employer$696.3K
Participant$990K
Full reported line items
Total assets (EOY)
$12,365,782
Total liabilities (EOY)
$21,496
Net assets (EOY)
$12,344,286
Employer contributions
$696,251
Participant contributions
$990,039
Total income / additions
$3,474,915
Benefits paid
$4,456,108
Administrative expenses
$13,215
Total expenses
$4,469,323
Net increase / (decrease)
-$994,408
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $8K
  2. 2
    TPA · Direct $0 · Indirect $6.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014100434NAL0044086320001 cover?
It is the 2023 Form 5500 filing for Clay Ingels Co., LLC Retirement Savings Plan, reported by Clay Ingels Co., LLC (EIN 61-0506067).
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