Clayton Block Company, Inc. Profit Sharing/401(K) Plan — Form 5500 plan (Clayton Block Company, Inc.)
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, Clayton Block Company, Inc. Profit Sharing/401(K) Plan is a benefit plan reported by Clayton Block Company, Inc. under EIN 21-0736808 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $66,445,658 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$66.4MPlan net assets, end of year$66,445,658
Participants334Covered participants reported
Assets / participant$198.9KComputed: assets ÷ participants$198,939 (computed)
Provider compensation$43.7K2 Schedule C provider row(s)$43,746
- Plan sponsor
- Clayton Block Company, Inc.
- EIN
- 21-0736808
- Plan number
- 002
- Plan type
- 2
- Location
- Neptune, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20240715103259NAL0000668083001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$66.4M total assets
Net assets$66.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $66,445,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,445,658
- Net assets (BOY)
- $55,939,515
Income & contributions
- Employer contributions
- $1,258,774
- Participant contributions
- $2,010,594
- Total contributions
- $3,279,498
- Total income / additions
- $14,890,086
Expenses & distributions
- Benefits paid
- $4,316,612
- Administrative expenses
- $43,746
- Total expenses
- $4,383,943
- Net increase / (decrease)
- $10,506,143
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
39%61%
Employer 39%Participant 61%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $36,554 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,192 | $0 | 2023 |