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CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

CLARY & COMPANY, INC. 401(K) PROFIT SHARING 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.
  • 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

CLARY & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLARY & COMPANY, INC.
Employer identification number (EIN):273041664
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01SONNY R. CLARY
0012022-01-01
0012022-01-01SONNY R. CLARY
0012021-01-01
0012021-01-01SONNY R. CLARY
0012020-01-01
0012019-01-01
0012019-01-01SONNY R. CLARY
0012018-01-01
0012018-01-01SONNY R. CLARY
0012017-01-01
0012017-01-01SONNY R. CLARY
0012016-01-01
0012016-01-01SONNY R. CLARY
0012015-01-01
0012015-01-01SONNY R. CLARY
0012014-01-01
0012014-01-01SONNY R. CLARY
0012013-01-01SONNY CLARY
0012012-01-01SONNY CLARY
0012011-01-01SONNY CLARY

Financial Data on CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-07-10$0
Expenses. Total of all expenses incurred2023-07-10$347
Benefits paid (including direct rollovers)2023-07-10$347
Total plan assets at end of year2023-07-10$0
Total plan assets at beginning of year2023-07-10$347
Net income (gross income less expenses)2023-07-10$-347
Net plan assets at end of year (total assets less liabilities)2023-07-10$0
Net plan assets at beginning of year (total assets less liabilities)2023-07-10$347
Assets. Value of employer securities2023-07-10$0
2022 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-53,244
Expenses. Total of all expenses incurred2022-12-31$329,555
Benefits paid (including direct rollovers)2022-12-31$317,769
Total plan assets at end of year2022-12-31$348
Total plan assets at beginning of year2022-12-31$383,147
Expenses. Other expenses not covered elsewhere2022-12-31$11,786
Other income received2022-12-31$-53,244
Net income (gross income less expenses)2022-12-31$-382,799
Net plan assets at end of year (total assets less liabilities)2022-12-31$348
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$383,147
2021 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$51,000
Total income from all sources2021-12-31$71,305
Expenses. Total of all expenses incurred2021-12-31$59,783
Benefits paid (including direct rollovers)2021-12-31$51,000
Total plan assets at end of year2021-12-31$383,147
Total plan assets at beginning of year2021-12-31$422,625
Expenses. Other expenses not covered elsewhere2021-12-31$8,783
Other income received2021-12-31$71,305
Net income (gross income less expenses)2021-12-31$11,522
Net plan assets at end of year (total assets less liabilities)2021-12-31$383,147
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$371,625
Assets. Value of employer securities2021-12-31$184,665
2020 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$51,000
Total income from all sources2020-12-31$110,545
Expenses. Total of all expenses incurred2020-12-31$11,456
Benefits paid (including direct rollovers)2020-12-31$10,000
Total plan assets at end of year2020-12-31$422,625
Total plan assets at beginning of year2020-12-31$272,536
Expenses. Other expenses not covered elsewhere2020-12-31$1,456
Other income received2020-12-31$110,545
Net income (gross income less expenses)2020-12-31$99,089
Net plan assets at end of year (total assets less liabilities)2020-12-31$371,625
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$272,536
Assets. Value of participant loans2020-12-31$9,000
Assets. Value of employer securities2020-12-31$189,971
2019 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$72,761
Expenses. Total of all expenses incurred2019-12-31$20
Total plan assets at end of year2019-12-31$272,536
Total plan assets at beginning of year2019-12-31$199,795
Expenses. Other expenses not covered elsewhere2019-12-31$20
Contributions received from other sources (not participants or employers)2019-12-31$84,458
Other income received2019-12-31$-11,697
Net income (gross income less expenses)2019-12-31$72,741
Net plan assets at end of year (total assets less liabilities)2019-12-31$272,536
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$199,795
Assets. Value of participant loans2019-12-31$9,000
Assets. Value of employer securities2019-12-31$189,896
2018 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-505
Total plan assets at end of year2018-12-31$199,795
Total plan assets at beginning of year2018-12-31$200,300
Other income received2018-12-31$-505
Net income (gross income less expenses)2018-12-31$-505
Net plan assets at end of year (total assets less liabilities)2018-12-31$199,795
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$200,300
Assets. Value of participant loans2018-12-31$9,000
Assets. Value of employer securities2018-12-31$189,853
2017 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$4,571
Expenses. Total of all expenses incurred2017-12-31$10
Total plan assets at end of year2017-12-31$200,300
Total plan assets at beginning of year2017-12-31$195,739
Expenses. Other expenses not covered elsewhere2017-12-31$10
Other income received2017-12-31$4,571
Net income (gross income less expenses)2017-12-31$4,561
Net plan assets at end of year (total assets less liabilities)2017-12-31$200,300
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$195,739
Assets. Value of participant loans2017-12-31$9,000
Assets. Value of employer securities2017-12-31$189,871
2016 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-1,384
Total plan assets at end of year2016-12-31$195,739
Total plan assets at beginning of year2016-12-31$197,123
Other income received2016-12-31$-1,384
Net income (gross income less expenses)2016-12-31$-1,384
Net plan assets at end of year (total assets less liabilities)2016-12-31$195,739
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$197,123
Assets. Value of participant loans2016-12-31$9,000
Assets. Value of employer securities2016-12-31$183,967
2015 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-6,358
Total plan assets at end of year2015-12-31$197,123
Total plan assets at beginning of year2015-12-31$203,481
Other income received2015-12-31$-6,358
Net income (gross income less expenses)2015-12-31$-6,358
Net plan assets at end of year (total assets less liabilities)2015-12-31$197,123
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$203,481
Assets. Value of participant loans2015-12-31$9,000
Assets. Value of employer securities2015-12-31$186,232
2014 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-3,459
Expenses. Total of all expenses incurred2014-12-31$387
Total plan assets at end of year2014-12-31$203,481
Total plan assets at beginning of year2014-12-31$207,327
Expenses. Other expenses not covered elsewhere2014-12-31$387
Other income received2014-12-31$-3,459
Net income (gross income less expenses)2014-12-31$-3,846
Net plan assets at end of year (total assets less liabilities)2014-12-31$203,481
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$207,327
Assets. Value of participant loans2014-12-31$9,000
Assets. Value of employer securities2014-12-31$189,790
2013 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-69,590
Expenses. Total of all expenses incurred2013-12-31$314
Total plan assets at end of year2013-12-31$207,327
Total plan assets at beginning of year2013-12-31$277,231
Expenses. Other expenses not covered elsewhere2013-12-31$314
Contributions received from other sources (not participants or employers)2013-12-31$29,833
Other income received2013-12-31$-99,423
Net income (gross income less expenses)2013-12-31$-69,904
Net plan assets at end of year (total assets less liabilities)2013-12-31$207,327
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$277,231
Assets. Value of employer securities2013-12-31$193,091
2012 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$10,903
Total plan assets at end of year2012-12-31$277,231
Total plan assets at beginning of year2012-12-31$266,328
Other income received2012-12-31$10,903
Net income (gross income less expenses)2012-12-31$10,903
Net plan assets at end of year (total assets less liabilities)2012-12-31$277,231
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$266,328
Assets. Value of employer securities2012-12-31$234,300
2011 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$6
Total plan assets at end of year2011-12-31$252,925
Total plan assets at beginning of year2011-12-31$252,919
Other income received2011-12-31$6
Net income (gross income less expenses)2011-12-31$6
Net plan assets at end of year (total assets less liabilities)2011-12-31$252,925
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$252,919
Assets. Value of employer securities2011-12-31$210,000
2010 : CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$252,919
Total plan assets at end of year2010-12-31$252,919
Contributions received from other sources (not participants or employers)2010-12-31$252,893
Other income received2010-12-31$26
Net income (gross income less expenses)2010-12-31$252,919
Net plan assets at end of year (total assets less liabilities)2010-12-31$252,919
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Assets. Value of employer securities2010-12-31$210,000

Form 5500 Responses for CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN

2023: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CLARY & COMPANY, INC. 401(K) PROFIT SHARING 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: CLARY & COMPANY, INC. 401(K) PROFIT SHARING 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: CLARY & COMPANY, INC. 401(K) PROFIT SHARING 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: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLARY & COMPANY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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