The Employees Retirement And Section 401(K) Plan And Trust — Form 5500 plan (Clendenin Brothers, 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, The Employees Retirement And Section 401(K) Plan And Trust is a benefit plan reported by Clendenin Brothers, Inc. under EIN 52-0274470 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $26,577,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clendenin Brothers, Inc.
- EIN
- 52-0274470
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $26,577,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20240916151424NAL0002303952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,577,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,577,533
- Net assets (BOY)
- $24,573,977
Income & contributions
- Employer contributions
- $280,175
- Participant contributions
- $579,687
- Total contributions
- $859,862
- Total income / additions
- $4,288,160
Expenses & distributions
- Benefits paid
- $2,320,229
- Administrative expenses
- $92,865
- Total expenses
- $2,416,277
- Net increase / (decrease)
- $1,871,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $67,477 | $0 | 2023 |
| Ellin & Tucker, Chartered | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Personal Financial | ADVISOR | $11,404 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clendenin Brothers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Fidelity Investments Institutional — Schedule C compensation
- Ellin & Tucker, Chartered — Schedule C compensation
- Goldman Sachs Personal Financial — Schedule C compensation