Plan5500

Clearview Consulting, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Clearview Consulting, Inc. (EIN 27-5362399) is a plan sponsor located in Owings Mills, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-5362399
Location
Owings Mills, MD
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Clearview Consulting, Inc.

  • 2 loaded plans hold $8.3M in reported assets.
  • The largest, Clearview Consulting, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 277 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,229,019
Total reported assets$8.3M$8,289,188
Total reported participants277
Total reported liabilities$60.2K$60,169

Reported net position

Reported assets = net assets + liabilities (summed)$8.3M total assets
Net assets$8.2MLiabilities$60.2K
Contributions & income
Employer contributions$175.8K
Participant contributions$890.7K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$443.5K
Total expenses$473.9K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Clearview Consulting, Inc. 401(K) Plan
Participants per plan139Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Clearview Consulting, Inc. 401(K) Plan$8.3M
    Plan #001 · 149 participants · 2023
  2. 2
    Clearview Consulting, Inc. Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 128 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Clearview Consulting, Inc.. Open one for its full reported snapshot.

  1. 2023
    Clearview Consulting, Inc. Wrap Benefit Plan128 participants · 2No schedules
    View filing →
  2. 2023
    Clearview Consulting, Inc. 401(K) Plan149 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clearview Consulting, Inc. report on Form 5500?
Clearview Consulting, Inc. (EIN 27-5362399) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clearview Consulting, Inc.?
The Employer Identification Number (EIN) reported for Clearview Consulting, Inc. is 27-5362399.
What is the latest Form 5500 filing year for Clearview Consulting, Inc.?
The latest loaded Form 5500 filing year for Clearview Consulting, Inc. is 2023.

Related Form 5500 pages