Original filing (PDF)20240912121257NAL0004424659001

CLINGEN CO. LLC

Name: CLINGEN CO. LLC — CLINGEN CO. LLC CASH BALANCE PLAN, Form 5500 (2023)
Creator: CLINGEN CO. LLC

Form 5500-SF

FILING_RECEIVED

CLINGEN CO. LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$649K

Net assets (EOY)

$649K

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 CLINGEN CO. LLC.

Plan sponsor

Name

CLINGEN CO. LLC

EIN

84-2992839

Address

8810 36TH AVENUE NE · MARYSVILLE, WA · 98270

Phone

(360) 386-9047

Industry

Accommodation & Food Servicessee 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

2024-09-12

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 Accommodation & Food Services plans

LRM FAMILY OFFICE DBA CHICK FIL A @ POPLAR ROAD

LRM FAMILY CASH BALANCE PLAN

$649K · 38 participants

MARTINRAE, INC.

MARTINRAE, INC. 401(K) PLAN

$648K · 100 participants

PIZZA BRAVA LLC #11 DBA BRAVA'S PIZZA & PASTA

PIZZA BRAVA 401(K) PLAN

$647K · 7 participants

TRIPLE SCOOP, INC.

TRIPLE SCOOP, INC. EMPLOYEES SAVINGS TRUST

$647K · 238 participants

EXPRESSWAY RESTAURANTS, INC.

EXPRESSWAY RESTAURANTS, INC. PROFIT SHARING PLAN