Plan5500

Clayco, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Clayco, 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, Clayco, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Clayco, Inc. under EIN 43-1339079 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,249 participants and $188,102,522 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clayco, Inc.
EIN
43-1339079
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
2,249
End-of-year plan assets
$188,102,522

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,249H, C20241015132401NAL0016480307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$188,102,522
Total liabilities (EOY)
$0
Net assets (EOY)
$188,102,522
Net assets (BOY)
$136,186,616

Income & contributions

Employer contributions
$11,846,311
Participant contributions
$18,338,606
Total contributions
$37,230,388
Total income / additions
$65,799,990

Expenses & distributions

Benefits paid
$13,489,046
Administrative expenses
$355,394
Total expenses
$13,884,084
Net increase / (decrease)
$51,915,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mesirow Financial Investment ManageINVESTMENT MGMT$140,543not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$129,858$02023
Mesirow Financial Investment ManageINVESTMENT ADVISOR$84,993not reported in the loaded dataset2023

Related Form 5500 pages