2023 Form 5500 filing — The Cly-Del Manufacturing Company 401(K) 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 20241015084253NAL0027854401001) for The Cly-Del Manufacturing Company 401(K) Plan, reported by The Cly-Del Manufacturing Company under EIN 06-0297455 and plan number 002. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084253NAL0027854401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cly-Del Manufacturing Company
- EIN
- 06-0297455
- Plan number
- 002
- Location
- Waterbury, CT
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,295,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,295,044
- Employer contributions
- $202,733
- Participant contributions
- $574,327
- Total income / additions
- $2,549,720
- Benefits paid
- $3,075,458
- Administrative expenses
- $83,900
- Total expenses
- $3,159,358
- Net increase / (decrease)
- -$609,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $40,076 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,101 | $0 |
| Charles Heaven & Co Cpas | AUDITOR | $11,350 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $173 | not reported in the loaded dataset |