2023 Form 5500 filing — Clifford Fuel Co, Inc. Employees' 401(K) Savings & Profit Sharing 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 20241213124421NAL0008597267001) for Clifford Fuel Co, Inc. Employees' 401(K) Savings & Profit Sharing Plan, reported by Clifford Fuel Co, Inc. under EIN 15-0620960 and plan number 005. It reports 295 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)$8.7MReported net assets$8,732,694
Participants295
Provider compensation$67.6K4 Schedule C row(s)$67,615
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241213124421NAL0008597267001
Plan sponsor
Clifford Fuel Co, Inc.
EIN
15-0620960
Plan number
005
Location
Marcy, NY
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)$8.7M total assets
Net assets$8.7MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$616.4K
Benefits paid / distributions$552.8K
Contributions
Employer$425.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,732,694
Net assets (EOY)
$8,732,694
Employer contributions
$425,445
Total income / additions
$1,277,764
Benefits paid
$552,789
Administrative expenses
$63,565
Total expenses
$616,354
Net increase / (decrease)
$661,410
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $36.6K
  2. 2
    BROKER/ADVISO R · Direct $0 · Indirect $28.5K
  3. 3
    OTHER · Direct $1.6K
  4. 4
    CONTRACT ADMIN · Direct $950

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241213124421NAL0008597267001 cover?
It is the 2023 Form 5500 filing for Clifford Fuel Co, Inc. Employees' 401(K) Savings & Profit Sharing Plan, reported by Clifford Fuel Co, Inc. (EIN 15-0620960).
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