401(k)
2022 plan-year 401(k) DOL Form 5500

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a Β· Florida Β· Professional & Technical Services

What the 2023 filing shows

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust holds $23M for 86 participants - about $270,510 per participant, down 18.1% over the 2022 plan year.

$23M
total plan assets (2022 EOY)
86
covered participants
$270,510
avg assets per participant
-18.1%
assets change YoY

The plan reported a net loss of $5M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$23M
Participants
86
State
Industry
Professional & Technical Services

What the Filing Says About Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust

Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 86 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 591564790, and the plan has been effective since 1976-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2022 to $23M at year-end β€” a decline of 18.1%. Net assets (after liabilities) closed the year at $23M, with reported net income of $-5,130,900 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$-5,130,900
Plan Type401(k)
Employer EIN591564790
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a)

Year Plans Participants Total Assets
2022 1 86 $23M
2023 1 82 $26M
2024 1 75 $29M

Nearby 401(k) Plans in Florida

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust holds $23M in total assets with 86 participants. It is sponsored by Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a.
What type of plan is Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust?
Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1976-02-01. The plan is filed with the U.S. Department of Labor under EIN 591564790.
Who sponsors the Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust?
Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust is sponsored by Clark, Partington, Hart, Larry, Bond & Stackhouse, P.a, located in Florida. The sponsor's EIN is 591564790 and the plan operates in the Professional & Technical Services industry.
How did Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust perform in 2022?
Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust declined by 18.1% during 2022, moving from $28M to $23M in total assets. Net income was $-5,130,900.
Where can I find official filings for Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust?
Official Form 5500 filings for Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 591564790 or plan name at efast.dol.gov.
How does Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust compare to other plans?
You can compare Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 591564790.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.