Clyde Companies, Inc. 401(K) Retirement Plan — Form 5500 plan (Clyde Companies, 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, Clyde Companies, Inc. 401(K) Retirement Plan is a benefit plan reported by Clyde Companies, Inc. under EIN 87-0260879 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,549 participants and $280,849,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clyde Companies, Inc.
- EIN
- 87-0260879
- Plan number
- 002
- Plan type
- 2
- Location
- Orem, UT
- Latest filing year
- 2023
- Participants
- 5,549
- End-of-year plan assets
- $280,849,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,549 | H, C | 20240924001857NAL0012219073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $280,849,008
- Net assets (EOY)
- $280,849,008
- Net assets (BOY)
- $223,397,618
Income & contributions
- Employer contributions
- $23,246,121
- Participant contributions
- $16,598,169
- Total contributions
- $41,719,712
- Total income / additions
- $81,153,302
Expenses & distributions
- Benefits paid
- $23,438,600
- Administrative expenses
- $263,312
- Total expenses
- $23,701,912
- Net increase / (decrease)
- $57,451,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | NONE | $94,848 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $44,975 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $26,451 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clyde Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Orem, UT
- Soltis Investment Advisors LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation