Clayton Manufacturing Company Employees' Retirement Plan — Form 5500 plan (Clayton Manufacturing Company)
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 Manufacturing Company Employees' Retirement Plan is a benefit plan reported by Clayton Manufacturing Company under EIN 95-3480714 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $23,203,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clayton Manufacturing Company
- EIN
- 95-3480714
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $23,203,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20240627162900NAL0011575153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,203,040
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,203,040
- Net assets (BOY)
- $19,949,959
Income & contributions
- Employer contributions
- $376,115
- Participant contributions
- $740,107
- Total contributions
- $1,171,118
- Total income / additions
- $5,458,360
Expenses & distributions
- Benefits paid
- $2,153,486
- Administrative expenses
- $51,793
- Total expenses
- $2,205,279
- Net increase / (decrease)
- $3,253,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $32,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $9,843 | $0 | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $9,450 | not reported in the loaded dataset | 2023 |
| Schwab, Inc. | BROKERAGE SERVICES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clayton Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Onedigital Investment Advisors LLC — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- Schwab, Inc. — Schedule C compensation