Original filing (PDF)20250722115027NAL0006791250001

CLARK & CHAMBERLIN LLC

Name: CLARK & CHAMBERLIN LLC — CLARK & CHAMBERLIN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CLARK & CHAMBERLIN LLC

Form 5500-SF

FILING_RECEIVED

CLARK & CHAMBERLIN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 CLARK & CHAMBERLIN LLC.

Plan sponsor

Name

CLARK & CHAMBERLIN LLC

EIN

25-1589280

Address

375 TWO GATEWAY CENTER · PITTSBURGH, PA · 15222

Phone

(412) 281-4666

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size CPA Offices plans

DARK HORSE CPA'S, AN ACCOUNTANCY CORPORATION

DARK HORSE CPA'S, AN ACCOUNTANCY CORPORATION 401(K) PLAN

$2.6M · 72 participants

DRAZAN, HENKE AND ASSOCIATES, PL

DRAZAN, HENKE AND ASSOCIATES PLLC

$2.6M · 18 participants

HELMSMAN FINANCIAL STRATEGIES

HELMSMAN FINANCIAL STRATEGIES 401(K) RETIREMENT PLAN

$2.6M · 5 participants

CHAN CPA & COMPANY, INC

CHAN CPA 401(K) PLAN

$2.6M · 9 participants

DCF GROUP, P.C.

DCF GROUP, P.C. 401(K) PROFIT SHARING PLAN