Plan5500

Clarke Power Services, Inc. Employee Retirement Savings Plan — Form 5500 plan (Clarke Power Services, 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, Clarke Power Services, Inc. Employee Retirement Savings Plan is a benefit plan reported by Clarke Power Services, Inc. under EIN 31-0682368 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,051 participants and $83,592,542 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$83.6MPlan net assets, end of year$83,592,542
Participants1.1KCovered participants reported1,051
Assets / participant$79.5KComputed: assets ÷ participants$79,536 (computed)
Provider compensation$211.4K4 Schedule C provider row(s)$211,367
Plan sponsor
Clarke Power Services, Inc.
EIN
31-0682368
Plan number
003
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,051 participants · 2Sch HSch C
    View filing →
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)$83.6M total assets
Net assets$83.6MLiabilities$0
Money in vs. money out
Total income / additions$19.3M
Total expenses$5.7M
Benefits paid / distributions$5.6M
Contributions
Employer$2.7M
Participant$5.1M
Full reported line items

Net assets

Total assets (EOY)
$83,592,542
Total liabilities (EOY)
$0
Net assets (EOY)
$83,592,542
Net assets (BOY)
$70,044,917

Income & contributions

Employer contributions
$2,670,462
Participant contributions
$5,094,231
Total contributions
$8,238,645
Total income / additions
$19,297,148

Expenses & distributions

Benefits paid
$5,565,147
Administrative expenses
$184,376
Total expenses
$5,749,523
Net increase / (decrease)
$13,547,625
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)
Employer 34%Participant 66%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$184.3K
    CONTRACT ADMINISTRATOR · Direct $184.3K · Indirect $0
  2. 2
    Principal Securities Inc$27K
    OTHER SERVICES · Direct $0 · Indirect $27K
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Clarke Power Services, Inc. Employee Retirement Savings Plan?
Clarke Power Services, Inc. Employee Retirement Savings Plan is reported as sponsored by Clarke Power Services, Inc. (EIN 31-0682368, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Clarke Power Services, Inc. Employee Retirement Savings Plan?
The latest Form 5500 filing year loaded for Clarke Power Services, Inc. Employee Retirement Savings Plan is 2023.
How many participants does Clarke Power Services, Inc. Employee Retirement Savings Plan report?
Clarke Power Services, Inc. Employee Retirement Savings Plan reports 1,051 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Clarke Power Services, Inc. Employee Retirement Savings Plan?
Clarke Power Services, Inc. Employee Retirement Savings Plan reports $83,592,542 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages