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CLARK & LAVEY BENEFITS SOLUTIONS, INC. — CLARK & LAVEY RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240129124442NAL0021162001001
CLARK & LAVEY BENEFITS SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
CLARK & LAVEY RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CLARK & LAVEY BENEFITS SOLUTIONS, INC.
.
Find decision makers
Plan sponsor
Name
CLARK & LAVEY BENEFITS SOLUTIONS, INC.
DBA
CLARK & LAVEY
EIN
04-3348257
Address
7 HENRY CLAY DR · MERRIMACK, NH · 030544847
Phone
(603) 883-3773
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-01-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 2.4 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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