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Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions)
Clark, Schaefer, Hackett & Co., Dayton OH. Employer ID 310800053, plan number 001. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2014: money from Schoonover Boyer & Associates, Inc. Retirement Savings Plan moved in.
- 2023: money from Clark Schaefer Consulting, LLC Profit Sharing Retirement Plan (with 401(k) Provisions) moved in.
- 2025: money from Clark, Schaefer, Hackett & Co. Defined Benefit Plan moved in.
- Filed 2009-2024Clark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions), Clark, Schaefer, Hackett & Co.
- TodayClark, Schaefer, Hackett & Co. Profit Sharing Retirement Plan (with 401(k) Provisions) still files. Empower Annuity Insurance Company O keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Company O, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 405 | 89 | Filing |
| 2014 | 478 | 101 | Filing |
| 2015 | 446 | 92 | Filing |
| 2016 | 459 | 94 | Filing |
| 2017 | 469 | 120 | Filing |
| 2018 | 477 | 110 | Filing |
| 2019 | 556 | 117 | Filing |
| 2020 | 568 | 117 | Filing |
| 2021 | 625 | 126 | Filing |
| 2022 | 701 | 142 | Filing |
| 2023 | 782 | 157 | Filing |
| 2024 | 709 | 157 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.