2023 Form 5500 filing — Clark Group 401(K) Profit Sharing Plan And 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 20241014114330NAL0026067057001) for Clark Group 401(K) Profit Sharing Plan And Trust, reported by Charles Clark Chevrolet Co. under EIN 74-0545450 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114330NAL0026067057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles Clark Chevrolet Co.
- EIN
- 74-0545450
- Plan number
- 001
- Location
- Mcallen, TX
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,551,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,551,510
- Employer contributions
- $35,319
- Participant contributions
- $569,158
- Total income / additions
- $1,244,574
- Benefits paid
- $164,127
- Administrative expenses
- $3,181
- Total expenses
- $173,763
- Net increase / (decrease)
- $1,070,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allstate Financial Services LLC | ADVISOR | $0 | $16,179 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,181 | $0 |