Who sponsors the Clippard 401(K)/ Profit Sharing Plan?

Clippard 401(K)/ Profit Sharing Plan is reported as sponsored by Clippard Instrument Laboratory, Inc. (EIN 31-0509028, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Clippard 401(K)/ Profit Sharing Plan?

The latest Form 5500 filing year loaded for Clippard 401(K)/ Profit Sharing Plan is 2023.

How many participants does Clippard 401(K)/ Profit Sharing Plan report?

Clippard 401(K)/ Profit Sharing Plan reports 282 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Clippard 401(K)/ Profit Sharing Plan?

Clippard 401(K)/ Profit Sharing Plan reports $28,484,453 in end-of-year plan assets in its latest loaded Form 5500 filing.

Clippard 401(K)/ Profit Sharing Plan — Form 5500 plan (Clippard Instrument Laboratory, 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, Clippard 401(K)/ Profit Sharing Plan is a benefit plan reported by Clippard Instrument Laboratory, Inc. under EIN 31-0509028 and plan number 001. The latest loaded filing year is 2023. The filing reports 282 participants and $28,484,453 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$28.5MPlan net assets, end of year$28,484,453

Participants282Covered participants reported

Assets / participant$101KComputed: assets ÷ participants$101,009 (computed)

Provider compensation$2.1K1 Schedule C provider row(s)$2,112

Plan sponsor: Clippard Instrument Laboratory, Inc.
EIN: 31-0509028
Plan number: 001
Plan type: 2
Location: Cincinnati, OH
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	282	H, C	20240813141156NAL0023034210001

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)$28.5M total assets

Net assets$28.5MLiabilities$0

Money in vs. money out

Total income / additions$6.6M

Total expenses$2.6M

Benefits paid / distributions$2.6M

Contributions

Employer$523.8K

Participant$1.2M

Full reported line items

Net assets

Total assets (EOY): $28,484,453
Total liabilities (EOY): $0
Net assets (EOY): $28,484,453
Net assets (BOY): $24,426,707

Income & contributions

Employer contributions: $523,793
Participant contributions: $1,248,584
Total contributions: $1,827,297
Total income / additions: $6,634,058

Expenses & distributions

Benefits paid: $2,574,200
Administrative expenses: $2,112
Total expenses: $2,576,312
Net increase / (decrease): $4,057,746

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.

Contribution share (employer vs. participant)

30%70%

Employer 30%Participant 70%

Total expenses ÷ net assets9%Computed ratio

Benefits paid ÷ total income39%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$2,112	$0	2023