2023 Form 5500 filing — Clendenin Brothers Incorporated Retirement Income 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 20250313134838NAL0012771155001) for Clendenin Brothers Incorporated Retirement Income Plan, reported by Clendenin Brothers, Inc. under EIN 52-0274470 and plan number 002. It reports 144 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.2MReported net assets$1,196,744
Participants144
Provider compensation$91.2K3 Schedule C row(s)$91,227
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250313134838NAL0012771155001
- Plan sponsor
- Clendenin Brothers, Inc.
- EIN
- 52-0274470
- Plan number
- 002
- Location
- Baltimore, MD
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,196,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,196,744
- Employer contributions
- $114,826
- Participant contributions
- $47,013
- Total income / additions
- $312,777
- Benefits paid
- $148,611
- Administrative expenses
- $4,956
- Total expenses
- $163,099
- Net increase / (decrease)
- $149,678
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $43,100 | not reported in the loaded dataset |
| Bank Of America | NONE | $39,668 | $0 |
| Bank Of America | NONE | $8,459 | $0 |