Clark-Reliance LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Clark-Reliance LLC)
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, Clark-Reliance LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Clark-Reliance LLC under EIN 34-0923142 and plan number 002. The latest loaded filing year is 2023. The filing reports 277 participants and $29,165,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clark-Reliance LLC
- EIN
- 34-0923142
- Plan number
- 002
- Plan type
- 3
- Location
- Strongsville, OH
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $29,165,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240925141442NAL0014826641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,165,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,165,697
- Net assets (BOY)
- $27,486,871
Income & contributions
- Employer contributions
- $363,127
- Participant contributions
- $1,759,774
- Total contributions
- $3,045,702
- Total income / additions
- $7,044,287
Expenses & distributions
- Benefits paid
- $5,300,691
- Administrative expenses
- $61,101
- Total expenses
- $5,365,461
- Net increase / (decrease)
- $1,678,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,819 | $0 | 2023 |
| Onedigital Investment Advisors LLC | ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | ADVISOR | $7,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,282 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clark-Reliance LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Strongsville, OH
- Fidelity Investments Institutional — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation