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 Dietz, Inc. Employees 401(K) Plan is a benefit plan reported by Clark Dietz, Inc. under EIN 37-1212051 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $30,933,909 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,933,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,933,909
- Net assets (BOY)
- $27,607,665
Income & contributions
- Employer contributions
- $671,923
- Participant contributions
- $1,669,168
- Total contributions
- $2,466,620
- Total income / additions
- $6,482,095
Expenses & distributions
- Benefits paid
- $3,089,285
- Administrative expenses
- $74,412
- Total expenses
- $3,163,697
- Net increase / (decrease)
- $3,318,398