Clauger North America Companies 401(K) Retirement Plan — Form 5500 plan (Clauger North America, 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, Clauger North America Companies 401(K) Retirement Plan is a benefit plan reported by Clauger North America, Inc. under EIN 45-5605200 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $4,398,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clauger North America, Inc.
EIN
45-5605200
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
204
End-of-year plan assets
$4,398,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241014140715NAL0013420451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,398,524
Total liabilities (EOY)
$0
Net assets (EOY)
$4,398,524
Net assets (BOY)
$2,986,830

Income & contributions

Employer contributions
$426,140
Participant contributions
$1,132,441
Total contributions
$1,973,306
Total income / additions
$2,546,399

Expenses & distributions

Benefits paid
$1,126,830
Administrative expenses
$7,875
Total expenses
$1,134,705
Net increase / (decrease)
$1,411,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hunter Benefits Consulting GroupOTHER SERVICES$0$4,5252023
Matrix Trust CompanyFINANCIAL ADVISOR$0$02023

Related Form 5500 pages