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CLARY & ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

Plan NameCLARY & ASSOCIATES, INC. 401(K) PLAN
Plan identification number 001

CLARY & ASSOCIATES, INC. 401(K) 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
  • 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

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

Company Name:CLARY & ASSOCIATES, INC.
Employer identification number (EIN):592294688
NAIC Classification:541370
NAIC Description:Surveying and Mapping (except Geophysical) Services

Additional information about CLARY & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1983-06-02
Company Identification Number: G42327
Legal Registered Office Address: 4348 SOUTHPOINT BOULEVARD

JACKSONVILLE

32216

More information about CLARY & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARY & ASSOCIATES, INC. 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SUE SCULL2015-07-30
0012013-01-01SUE SCULL2014-07-23
0012012-01-01SUE SCULL2013-07-29
0012011-01-01SUE SCULL2012-07-19
0012010-01-01SUE SCULL2011-06-27

Financial Data on CLARY & ASSOCIATES, INC. 401(K) PLAN

Measure Date Value
2025 : CLARY & ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-28697743
Net assets as of the end of the plan year2025-07-281361407
Total assets as of the beginning of the plan year2025-07-281723750
Value of plan covered by a fidelity bond2025-07-28300000
Participant contributions to plan in this plan year2025-07-2891541
Value of participant loans at end of plan year2025-07-2837586
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28243859
Plan net income in this plan year2025-07-28-362343
Net assets as of the end of the plan year2025-07-281361407
Net assets as of the beginning of the plan year2025-07-281723750
Employer contributions to plan in this plan year2025-07-280
Fees paid to broker by Benefit Provider2025-07-282757
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2821323
2024 : CLARY & ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2340882
Net assets as of the end of the plan year2024-07-231723750
Total assets as of the beginning of the plan year2024-07-231411928
Value of plan covered by a fidelity bond2024-07-23300000
Participant contributions to plan in this plan year2024-07-2394795
Value of participant loans at end of plan year2024-07-2348670
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23257909
Plan net income in this plan year2024-07-23311822
Net assets as of the end of the plan year2024-07-231723750
Net assets as of the beginning of the plan year2024-07-231411928
Fees paid to broker by Benefit Provider2024-07-232239
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2320038
2022 : CLARY & ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-11-17177636
Net assets as of the end of the plan year2022-11-171590127
Total assets as of the beginning of the plan year2022-11-171403555
Value of plan covered by a fidelity bond2022-11-17300000
Participant contributions to plan in this plan year2022-11-17112030
Value of participant loans at end of plan year2022-11-1731835
Other income to plan in this plan year2022-11-17252178
Plan net income in this plan year2022-11-17186572
Net assets as of the end of the plan year2022-11-171590127
Net assets as of the beginning of the plan year2022-11-171403555
Employer contributions to plan in this plan year2022-11-170
Fees paid to broker by Benefit Provider2022-11-172523
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-1720489

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