| Plan Name | CLARION HOME SERVICES GROUP 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SV-BURTON HOLDING, LLC |
| Employer identification number (EIN): | 845036277 |
| NAIC Classification: | 238220 |
| NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | COREY MARTIN | 2024-05-01 | ||
| 001 | 2022-01-01 | TAMI DELANEY | 2023-09-25 |
| Measure | Date | Value |
|---|---|---|
| 2024 : CLARION HOME SERVICES GROUP 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-01 | 6191462 |
| Total expenses incurred by plan in this plan year | 2024-05-01 | 2245124 |
| Net assets as of the end of the plan year | 2024-05-01 | 9569838 |
| Total assets as of the beginning of the plan year | 2024-05-01 | 1654781 |
| Value of plan covered by a fidelity bond | 2024-05-01 | 166000 |
| Participant contributions to plan in this plan year | 2024-05-01 | 1535675 |
| Value of participant loans at end of plan year | 2024-05-01 | 125815 |
| Other contributions to plan in this plan year | 2024-05-01 | 340851 |
| Other income to plan in this plan year | 2024-05-01 | 961037 |
| Plan net income in this plan year | 2024-05-01 | 1723595 |
| Net assets as of the end of the plan year | 2024-05-01 | 9569838 |
| Net assets as of the beginning of the plan year | 2024-05-01 | 1654781 |
| Value of contributions failed to transmitted timely | 2024-05-01 | 383180 |
| Employer contributions to plan in this plan year | 2024-05-01 | 1131156 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-01 | 41231 |