The Cly-Del Manufacturing Company 401(K) Plan — Form 5500 plan (The Cly-Del Manufacturing Company)
Plain-English plan 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, The Cly-Del Manufacturing Company 401(K) Plan is a benefit plan reported by The Cly-Del Manufacturing Company under EIN 06-0297455 and plan number 002. The latest loaded filing year is 2023. The filing reports 206 participants and $15,295,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cly-Del Manufacturing Company
- EIN
- 06-0297455
- Plan number
- 002
- Plan type
- 2
- Location
- Waterbury, CT
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $15,295,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241015084253NAL0027854401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,295,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,295,044
- Net assets (BOY)
- $15,904,682
Income & contributions
- Employer contributions
- $202,733
- Participant contributions
- $574,327
- Total contributions
- $777,060
- Total income / additions
- $2,549,720
Expenses & distributions
- Benefits paid
- $3,075,458
- Administrative expenses
- $83,900
- Total expenses
- $3,159,358
- Net increase / (decrease)
- -$609,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $40,076 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,101 | $0 | 2023 |
| Charles Heaven & Co Cpas | AUDITOR | $11,350 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $173 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cly-Del Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Waterbury, CT
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Charles Heaven & Co Cpas — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation