Original filing (PDF)20250422222635NAL0003297699001

CLARKE, NICOLINI & ASSOCIATES, LTD.

Name: CLARKE, NICOLINI & ASSOCIATES, LTD. — CLARKE, NICOLINI & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CLARKE, NICOLINI & ASSOCIATES, LTD.

Form 5500-SF

FILING_RECEIVED

CLARKE, NICOLINI & ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLARKE, NICOLINI & ASSOCIATES, LTD..

Plan sponsor

Name

CLARKE, NICOLINI & ASSOCIATES, LTD.

EIN

23-2222668

Address

1240 WEST CHESTER PIKE · SUITE 202 · WEST CHESTER, PA · 193825655

Phone

(610) 692-2313

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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