Logo

DAVID CLARK 401K PLAN 401k Plan overview

Plan NameDAVID CLARK 401K PLAN
Plan identification number 002

DAVID CLARK 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID CLARK HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID CLARK HOLDINGS, INC.
Employer identification number (EIN):844259761
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID CLARK 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01

Plan Statistics for DAVID CLARK 401K PLAN

401k plan membership statisitcs for DAVID CLARK 401K PLAN

Measure Date Value
2023: DAVID CLARK 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01340
Total number of active participants reported on line 7a of the Form 55002023-01-01260
Number of retired or separated participants receiving benefits2023-01-0122
Number of other retired or separated participants entitled to future benefits2023-01-0149
Total of all active and inactive participants2023-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01334
Number of participants with account balances2023-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: DAVID CLARK 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01329
Total number of active participants reported on line 7a of the Form 55002022-01-01268
Number of retired or separated participants receiving benefits2022-01-0124
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01340
Number of participants with account balances2022-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID CLARK 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01320
Total number of active participants reported on line 7a of the Form 55002021-01-01259
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01329
Number of participants with account balances2021-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010

Financial Data on DAVID CLARK 401K PLAN

Measure Date Value
2023 : DAVID CLARK 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$1,050,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$12,198,726
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,722,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,719,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,733,080
Value of total assets at end of year2023-12-31$56,758,473
Value of total assets at beginning of year2023-12-31$49,231,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,150
Total interest from all sources2023-12-31$25,309
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,777,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,777,632
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,297,241
Participant contributions at end of year2023-12-31$481,013
Participant contributions at beginning of year2023-12-31$461,842
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,435,839
Other income not declared elsewhere2023-12-31$4,302
Administrative expenses (other) incurred2023-12-31$3,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,476,508
Value of net assets at end of year (total assets less liabilities)2023-12-31$56,758,473
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$49,231,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$47,261,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$40,566,758
Interest on participant loans2023-12-31$25,309
Value of interest in common/collective trusts at end of year2023-12-31$9,015,597
Value of interest in common/collective trusts at beginning of year2023-12-31$8,203,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,400,517
Net investment gain or loss from common/collective trusts2023-12-31$257,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,719,068
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
2022 : DAVID CLARK 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$684,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,708,016
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,088,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,084,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,439,689
Value of total assets at end of year2022-12-31$49,231,891
Value of total assets at beginning of year2022-12-31$61,344,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,970
Total interest from all sources2022-12-31$17,194
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,054,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,054,349
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,301,283
Participant contributions at end of year2022-12-31$461,842
Participant contributions at beginning of year2022-12-31$476,309
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,138,406
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$68
Administrative expenses (other) incurred2022-12-31$3,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,796,464
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,231,891
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,344,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,566,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$51,228,837
Interest on participant loans2022-12-31$17,194
Value of interest in common/collective trusts at end of year2022-12-31$8,203,291
Value of interest in common/collective trusts at beginning of year2022-12-31$9,639,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,573,646
Net investment gain or loss from common/collective trusts2022-12-31$-645,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,084,410
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : DAVID CLARK 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,728,355
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,385,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,381,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,562,239
Value of total assets at end of year2021-12-31$61,344,158
Value of total assets at beginning of year2021-12-31$61,001,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,850
Total interest from all sources2021-12-31$21,202
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,571,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,571,993
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,154,876
Participant contributions at end of year2021-12-31$476,309
Participant contributions at beginning of year2021-12-31$547,475
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,407,363
Other income not declared elsewhere2021-12-31$2,180
Administrative expenses (other) incurred2021-12-31$3,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$342,530
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,344,158
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$61,001,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$51,228,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,761,049
Interest on participant loans2021-12-31$21,202
Value of interest in common/collective trusts at end of year2021-12-31$9,639,012
Value of interest in common/collective trusts at beginning of year2021-12-31$9,693,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,697,888
Net investment gain or loss from common/collective trusts2021-12-31$-127,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,381,975
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590

Form 5500 Responses for DAVID CLARK 401K PLAN

2023: DAVID CLARK 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID CLARK 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID CLARK 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1