Original filing (PDF)20231023170005NAL0005535857001

ERIC K. CLEMONS

Name: ERIC K. CLEMONS — ERIC K. CLEMONS SELF EMPLOYED PROFIT SHARING PLAN, Form 5500 (2022)
Creator: ERIC K. CLEMONS

Form 5500-SF

FILING_RECEIVED

ERIC K. CLEMONS SELF EMPLOYED PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 ERIC K. CLEMONS.

Plan sponsor

Name

ERIC K. CLEMONS

EIN

23-2372138

Address

222 W RITTENHOUSE SQ - PH2 · PHILADELPHIA, PA · 191035704

Phone

(267) 639-6333

Industry

Professional & Technical Servicessee all

Plan administrator

Name

ERIC K. CLEMONS

EIN

23-2372138

City

PHILADELPHIA, PA

Phone

(267) 639-6333

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-23

Pension benefit codes

2E · Profit-sharing

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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