Clark-Lindsey Village, Inc. 401(K) Plan — Form 5500 plan (Clark-Lindsey Village, 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, Clark-Lindsey Village, Inc. 401(K) Plan is a benefit plan reported by Clark-Lindsey Village, Inc. under EIN 37-1017284 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $8,453,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clark-Lindsey Village, Inc.
EIN
37-1017284
Plan number
001
Plan type
2
Location
Urbana, IL
Latest filing year
2023
Participants
178
End-of-year plan assets
$8,453,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241015170728NAL0016939011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,453,539
Total liabilities (EOY)
$0
Net assets (EOY)
$8,453,539
Net assets (BOY)
$7,711,488

Income & contributions

Employer contributions
$137,276
Participant contributions
$422,196
Total contributions
$581,972
Total income / additions
$2,069,590

Expenses & distributions

Benefits paid
$1,299,119
Administrative expenses
$22,029
Total expenses
$1,327,539
Net increase / (decrease)
$742,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,519$02023

Related Form 5500 pages