David Clark 401k Plan — Form 5500 plan (David Clark Holdings, 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, David Clark 401k Plan is a benefit plan reported by David Clark Holdings, Inc. under EIN 84-4259761 and plan number 002. The latest loaded filing year is 2023. The filing reports 340 participants and $56,758,473 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$56.8MPlan net assets, end of year$56,758,473
Participants340Covered participants reported
Assets / participant$166.9KComputed: assets ÷ participants$166,937 (computed)
Provider compensation$4K1 Schedule C provider row(s)$3,955
- Plan sponsor
- David Clark Holdings, Inc.
- EIN
- 84-4259761
- Plan number
- 002
- Plan type
- 2
- Location
- Worcester, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 340 | H, C | 20241004123028NAL0022689890001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$56.8M total assets
Net assets$56.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $56,758,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,758,473
- Net assets (BOY)
- $49,231,891
Income & contributions
- Participant contributions
- $1,297,241
- Total contributions
- $3,733,080
- Total income / additions
- $12,198,726
Expenses & distributions
- Benefits paid
- $5,719,068
- Administrative expenses
- $3,150
- Total expenses
- $5,722,218
- Net increase / (decrease)
- $6,476,508
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income47%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $3,955 | $0 | 2023 |