Original filing (PDF)20250501201855NAL0005753392001

THE CLEMONS COMPANY

Name: THE CLEMONS COMPANY — THE CLEMONS COMPANY 401(K) PLAN, Form 5500 (2023)
Creator: THE CLEMONS COMPANY

Form 5500-SF

FILING_RECEIVED

THE CLEMONS COMPANY 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 5.5 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CLEMONS COMPANY.

Plan sponsor

Name

THE CLEMONS COMPANY

EIN

59-3568123

Address

P.O. BOX 2298 · PANAMA CITY, FL · 32402

Phone

(850) 763-4451

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-05-01

Pension benefit codes

2J · 401(k) feature

2G · Total participant-directed accounts

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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