C.L. Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (C. L. Services, 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, C.L. Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by C. L. Services, Inc. under EIN 58-2773692 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $7,360,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. L. Services, Inc.
- EIN
- 58-2773692
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $7,360,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241015114553NAL0047635120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,360,885
- Net assets (EOY)
- $7,360,885
- Net assets (BOY)
- $5,544,713
Income & contributions
- Employer contributions
- $367,008
- Participant contributions
- $640,004
- Total contributions
- $1,071,214
- Total income / additions
- $2,103,751
Expenses & distributions
- Benefits paid
- $265,214
- Administrative expenses
- $22,365
- Total expenses
- $287,579
- Net increase / (decrease)
- $1,816,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $16,283 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,165 | $0 | 2023 |
| Retirement Plan Administrators LLC | CONTRACT ADMIN | $2,918 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C. L. Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Retirement Plan Administrators LLC — Schedule C compensation