Clark Group 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Charles Clark Chevrolet Co.)
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 Group 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Charles Clark Chevrolet Co. under EIN 74-0545450 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $5,551,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles Clark Chevrolet Co.
- EIN
- 74-0545450
- Plan number
- 001
- Plan type
- 2
- Location
- Mcallen, TX
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $5,551,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241014114330NAL0026067057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,551,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,551,510
- Net assets (BOY)
- $4,480,699
Income & contributions
- Employer contributions
- $35,319
- Participant contributions
- $569,158
- Total contributions
- $604,477
- Total income / additions
- $1,244,574
Expenses & distributions
- Benefits paid
- $164,127
- Administrative expenses
- $3,181
- Total expenses
- $173,763
- Net increase / (decrease)
- $1,070,811
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allstate Financial Services LLC | ADVISOR | $0 | $16,179 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,181 | $0 | 2023 |