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CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 401k Plan overview

Plan NameCLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN
Plan identification number 001

CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLAUSEN SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLAUSEN SERVICES, INC.
Employer identification number (EIN):582054818
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01EMMA CLAUSEN2021-07-26 EMMA CLAUSEN2021-07-26
0012019-01-01EMMA CLAUSEN2020-09-14
0012018-01-01EMMA CLAUSEN2019-07-29
0012017-01-01
0012016-01-01EMMA CLAUSEN
0012015-01-01EMMA CLAUSEN
0012014-01-01LISA S. CROSS
0012013-01-01EMMA CLAUSEN
0012012-01-01EMMA CLAUSEN
0012011-01-01EMMA CLAUSEN
0012009-01-01LENORA C. WILSON

Financial Data on CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN

Measure Date Value
2025 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-150
Total liabilities as of the end of the plan year2025-06-150
Total liabilities as of the beginning of the plan year2025-06-150
Total expenses incurred by plan in this plan year2025-06-1523769
Net assets as of the end of the plan year2025-06-152098080
Total assets as of the beginning of the plan year2025-06-151802607
Value of plan covered by a fidelity bond2025-06-15180261
Participant contributions to plan in this plan year2025-06-1598564
Other expenses paid from plan in this plan year2025-06-150
Other contributions to plan in this plan year2025-06-150
Other income to plan in this plan year2025-06-15189021
Plan net income in this plan year2025-06-15295473
Net assets as of the end of the plan year2025-06-152098080
Net assets as of the beginning of the plan year2025-06-151802607
Employer contributions to plan in this plan year2025-06-1531657
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1517856
2024 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-240
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-24173252
Net assets as of the end of the plan year2024-09-241802607
Total assets as of the beginning of the plan year2024-09-241634240
Value of plan covered by a fidelity bond2024-09-24175000
Participant contributions to plan in this plan year2024-09-2489043
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-24219249
Plan net income in this plan year2024-09-24168367
Net assets as of the end of the plan year2024-09-241802607
Net assets as of the beginning of the plan year2024-09-241634240
Employer contributions to plan in this plan year2024-09-2433327
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2415222
2022 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-10130443
Net assets as of the end of the plan year2022-10-101985343
Total assets as of the beginning of the plan year2022-10-101809623
Value of plan covered by a fidelity bond2022-10-10180962
Participant contributions to plan in this plan year2022-10-1080339
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-10203454
Plan net income in this plan year2022-10-10175720
Net assets as of the end of the plan year2022-10-101985343
Net assets as of the beginning of the plan year2022-10-101809623
Employer contributions to plan in this plan year2022-10-1022370
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1017016
2020 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$284,832
Expenses. Total of all expenses incurred2020-12-31$36,793
Benefits paid (including direct rollovers)2020-12-31$22,734
Total plan assets at end of year2020-12-31$1,809,623
Total plan assets at beginning of year2020-12-31$1,561,584
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$45,545
Expenses. Other expenses not covered elsewhere2020-12-31$210
Other income received2020-12-31$219,390
Net income (gross income less expenses)2020-12-31$248,039
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,809,623
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,561,584
Total contributions received or receivable from employer(s)2020-12-31$19,897
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$13,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$364,960
Expenses. Total of all expenses incurred2019-12-31$185,097
Benefits paid (including direct rollovers)2019-12-31$171,375
Total plan assets at end of year2019-12-31$1,561,584
Total plan assets at beginning of year2019-12-31$1,381,721
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$88,446
Expenses. Other expenses not covered elsewhere2019-12-31$687
Other income received2019-12-31$254,614
Net income (gross income less expenses)2019-12-31$179,863
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,561,584
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,381,721
Total contributions received or receivable from employer(s)2019-12-31$21,900
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$9,348
Total income from all sources2018-12-31$54,172
Expenses. Total of all expenses incurred2018-12-31$61,393
Benefits paid (including direct rollovers)2018-12-31$50,217
Total plan assets at end of year2018-12-31$1,381,721
Total plan assets at beginning of year2018-12-31$1,398,290
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$98,608
Expenses. Other expenses not covered elsewhere2018-12-31$501
Other income received2018-12-31$-70,514
Net income (gross income less expenses)2018-12-31$-7,221
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,381,721
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,388,942
Assets. Value of participant loans2018-12-31$1,000
Total contributions received or receivable from employer(s)2018-12-31$26,078
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$9,348
Total plan liabilities at beginning of year2017-12-31$464
Total income from all sources2017-12-31$297,754
Expenses. Total of all expenses incurred2017-12-31$18,840
Benefits paid (including direct rollovers)2017-12-31$1,353
Total plan assets at end of year2017-12-31$1,398,290
Total plan assets at beginning of year2017-12-31$1,110,492
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$107,251
Expenses. Other expenses not covered elsewhere2017-12-31$57
Other income received2017-12-31$162,433
Net income (gross income less expenses)2017-12-31$278,914
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,388,942
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,110,028
Total contributions received or receivable from employer(s)2017-12-31$28,070
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$464
Total plan liabilities at beginning of year2016-12-31$464
Total income from all sources2016-12-31$200,519
Expenses. Total of all expenses incurred2016-12-31$25,355
Benefits paid (including direct rollovers)2016-12-31$20,594
Total plan assets at end of year2016-12-31$1,110,492
Total plan assets at beginning of year2016-12-31$935,328
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$109,526
Expenses. Other expenses not covered elsewhere2016-12-31$170
Other income received2016-12-31$59,380
Net income (gross income less expenses)2016-12-31$175,164
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,110,028
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$934,864
Assets. Value of participant loans2016-12-31$243
Total contributions received or receivable from employer(s)2016-12-31$31,613
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$464
Total plan liabilities at beginning of year2015-12-31$1,904
Total income from all sources2015-12-31$119,874
Expenses. Total of all expenses incurred2015-12-31$6,504
Benefits paid (including direct rollovers)2015-12-31$2,321
Total plan assets at end of year2015-12-31$935,328
Total plan assets at beginning of year2015-12-31$823,398
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$107,532
Expenses. Other expenses not covered elsewhere2015-12-31$57
Other income received2015-12-31$-22,100
Net income (gross income less expenses)2015-12-31$113,370
Net plan assets at end of year (total assets less liabilities)2015-12-31$934,864
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$821,494
Assets. Value of participant loans2015-12-31$563
Total contributions received or receivable from employer(s)2015-12-31$34,442
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,126
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$1,904
Total plan liabilities at beginning of year2014-12-31$1,534
Total income from all sources2014-12-31$141,567
Expenses. Total of all expenses incurred2014-12-31$19,690
Benefits paid (including direct rollovers)2014-12-31$12,518
Total plan assets at end of year2014-12-31$823,398
Total plan assets at beginning of year2014-12-31$701,151
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$90,230
Expenses. Other expenses not covered elsewhere2014-12-31$57
Other income received2014-12-31$14,836
Net income (gross income less expenses)2014-12-31$121,877
Net plan assets at end of year (total assets less liabilities)2014-12-31$821,494
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$699,617
Assets. Value of participant loans2014-12-31$940
Total contributions received or receivable from employer(s)2014-12-31$36,501
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,534
Total income from all sources2013-12-31$184,004
Expenses. Total of all expenses incurred2013-12-31$5,416
Total plan assets at end of year2013-12-31$701,151
Total plan assets at beginning of year2013-12-31$521,029
Value of fidelity bond covering the plan2013-12-31$42,900
Total contributions received or receivable from participants2013-12-31$80,799
Expenses. Other expenses not covered elsewhere2013-12-31$5,416
Other income received2013-12-31$74,513
Net income (gross income less expenses)2013-12-31$178,588
Net plan assets at end of year (total assets less liabilities)2013-12-31$699,617
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$521,029
Assets. Value of participant loans2013-12-31$1,282
Total contributions received or receivable from employer(s)2013-12-31$28,692
2012 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$112,970
Expenses. Total of all expenses incurred2012-12-31$26,146
Benefits paid (including direct rollovers)2012-12-31$21,686
Total plan assets at end of year2012-12-31$521,029
Total plan assets at beginning of year2012-12-31$434,205
Value of fidelity bond covering the plan2012-12-31$42,900
Total contributions received or receivable from participants2012-12-31$48,464
Other income received2012-12-31$43,018
Net income (gross income less expenses)2012-12-31$86,824
Net plan assets at end of year (total assets less liabilities)2012-12-31$521,029
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$434,205
Total contributions received or receivable from employer(s)2012-12-31$21,488
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,389
Expenses. Total of all expenses incurred2011-12-31$44,651
Benefits paid (including direct rollovers)2011-12-31$41,210
Total plan assets at end of year2011-12-31$434,205
Total plan assets at beginning of year2011-12-31$428,467
Value of fidelity bond covering the plan2011-12-31$42,900
Total contributions received or receivable from participants2011-12-31$35,780
Expenses. Other expenses not covered elsewhere2011-12-31$3,441
Other income received2011-12-31$-2,666
Net income (gross income less expenses)2011-12-31$5,738
Net plan assets at end of year (total assets less liabilities)2011-12-31$434,205
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$428,467
Total contributions received or receivable from employer(s)2011-12-31$17,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$83,030
Expenses. Total of all expenses incurred2010-12-31$10,365
Benefits paid (including direct rollovers)2010-12-31$10,365
Total plan assets at end of year2010-12-31$428,467
Total plan assets at beginning of year2010-12-31$355,802
Value of fidelity bond covering the plan2010-12-31$42,900
Total contributions received or receivable from participants2010-12-31$23,671
Other income received2010-12-31$38,484
Net income (gross income less expenses)2010-12-31$72,665
Net plan assets at end of year (total assets less liabilities)2010-12-31$428,467
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$355,802
Total contributions received or receivable from employer(s)2010-12-31$20,875

Form 5500 Responses for CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN

2020: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CLAUSEN SERVICES, INC. SAFE HARBOR 401(K) PLAN 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1

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