Plan5500

The Clarke Group, Inc. Cash Or Deferred Profit Sharing Plan — Form 5500 plan (The Clarke Group, 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 Clarke Group, Inc. Cash Or Deferred Profit Sharing Plan is a benefit plan reported by The Clarke Group, Inc. under EIN 80-0315705 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $32,843,498 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Clarke Group, Inc.
EIN
80-0315705
Plan number
001
Plan type
2
Location
St. Charles, IL
Latest filing year
2023
Participants
248
End-of-year plan assets
$32,843,498

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241004091915NAL0005572611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,843,498
Total liabilities (EOY)
$0
Net assets (EOY)
$32,843,498
Net assets (BOY)
$30,390,502

Income & contributions

Employer contributions
$449,119
Participant contributions
$1,443,024
Total contributions
$1,898,599
Total income / additions
$6,462,815

Expenses & distributions

Benefits paid
$3,980,275
Administrative expenses
$24,127
Total expenses
$4,009,819
Net increase / (decrease)
$2,452,996

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Crowe LlpACCOUNTANT$15,300not reported in the loaded dataset2023
DefinitiCONSULTANT$6,445not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$975$02023

Related Form 5500 pages