Clayton Foundation For Research Employees' 401k — Form 5500 plan (Clayton Foundation For Research)
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, Clayton Foundation For Research Employees' 401k is a benefit plan reported by Clayton Foundation For Research under EIN 74-1541767 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $17,746,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clayton Foundation For Research
- EIN
- 74-1541767
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $17,746,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240930160448NAL0003386323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,746,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,746,541
- Net assets (BOY)
- $15,408,441
Income & contributions
- Employer contributions
- $466,619
- Participant contributions
- $116,112
- Total contributions
- $582,731
- Total income / additions
- $3,284,188
Expenses & distributions
- Benefits paid
- $894,465
- Administrative expenses
- $51,623
- Total expenses
- $946,088
- Net increase / (decrease)
- $2,338,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $51,623 | $0 | 2023 |
| Onedigital Investment Advisors | SERVICE PROVIDER | $0 | $41,974 | 2023 |