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CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN
Plan identification number 001

CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CLARK FINANCIAL ADVISORS has sponsored the creation of one or more 401k plans.

Company Name:CLARK FINANCIAL ADVISORS
Employer identification number (EIN):630876804
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01M. BROOKS CLARK
0012013-01-01M. BROOKS CLARK
0012012-01-01M. BROOKS CLARK
0012011-02-01M. BROOKS CLARK
0012010-02-01M. BROOKS CLARK2011-08-25
0012009-02-01BROOKS CLARK

Plan Statistics for CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-014
Total number of active participants reported on line 7a of the Form 55002011-02-012
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-012
Total of all active and inactive participants2011-02-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-014
Number of participants with account balances2011-02-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-011
2009: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-015
Total number of active participants reported on line 7a of the Form 55002009-02-013
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-012
Total of all active and inactive participants2009-02-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-015
Number of participants with account balances2009-02-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$274,904
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$1,834,065
Total plan assets at beginning of year2017-12-31$1,559,161
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$64,083
Other income received2017-12-31$185,901
Net income (gross income less expenses)2017-12-31$274,904
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,834,065
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,559,161
Total contributions received or receivable from employer(s)2017-12-31$24,920
2016 : CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$844,464
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,648,622
Total plan assets at beginning of year2016-12-31$804,158
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$65,817
Contributions received from other sources (not participants or employers)2016-12-31$692,559
Other income received2016-12-31$32,834
Net income (gross income less expenses)2016-12-31$844,464
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,648,622
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$804,158
Total contributions received or receivable from employer(s)2016-12-31$53,254
2015 : CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$81,057
Expenses. Total of all expenses incurred2015-12-31$5,013
Benefits paid (including direct rollovers)2015-12-31$5,013
Total plan assets at end of year2015-12-31$804,158
Total plan assets at beginning of year2015-12-31$728,114
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$52,217
Other income received2015-12-31$-1,825
Net income (gross income less expenses)2015-12-31$76,044
Net plan assets at end of year (total assets less liabilities)2015-12-31$804,158
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$728,114
Total contributions received or receivable from employer(s)2015-12-31$30,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$63,748
Expenses. Total of all expenses incurred2014-12-31$3,537
Benefits paid (including direct rollovers)2014-12-31$3,537
Total plan assets at end of year2014-12-31$728,114
Total plan assets at beginning of year2014-12-31$667,903
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$45,000
Other income received2014-12-31$4,473
Net income (gross income less expenses)2014-12-31$60,211
Net plan assets at end of year (total assets less liabilities)2014-12-31$728,114
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$667,903
Total contributions received or receivable from employer(s)2014-12-31$14,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$117,993
Expenses. Total of all expenses incurred2013-12-31$1,262
Benefits paid (including direct rollovers)2013-12-31$1,262
Total plan assets at end of year2013-12-31$667,903
Total plan assets at beginning of year2013-12-31$551,172
Value of fidelity bond covering the plan2013-12-31$225,000
Total contributions received or receivable from participants2013-12-31$44,540
Other income received2013-12-31$25,992
Net income (gross income less expenses)2013-12-31$116,731
Net plan assets at end of year (total assets less liabilities)2013-12-31$667,903
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$551,172
Total contributions received or receivable from employer(s)2013-12-31$47,461
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$151,258
Expenses. Total of all expenses incurred2012-12-31$525
Total plan assets at end of year2012-12-31$551,172
Total plan assets at beginning of year2012-12-31$400,439
Value of fidelity bond covering the plan2012-12-31$225,000
Total contributions received or receivable from participants2012-12-31$45,313
Other income received2012-12-31$50,722
Net income (gross income less expenses)2012-12-31$150,733
Net plan assets at end of year (total assets less liabilities)2012-12-31$551,172
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$400,439
Total contributions received or receivable from employer(s)2012-12-31$55,223
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-31,138
Expenses. Total of all expenses incurred2011-12-31$2,879
Benefits paid (including direct rollovers)2011-12-31$2,344
Total plan assets at end of year2011-12-31$400,439
Total plan assets at beginning of year2011-12-31$434,456
Value of fidelity bond covering the plan2011-12-31$225,000
Other income received2011-12-31$-31,138
Net income (gross income less expenses)2011-12-31$-34,017
Net plan assets at end of year (total assets less liabilities)2011-12-31$400,439
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$434,456
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

2017: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING 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: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING 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: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING 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: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING 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: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING 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: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING 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: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: CLARK FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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