How many benefit plans does Clear Sight Partners, LLC report on Form 5500?

Clear Sight Partners, LLC (EIN 85-3070386) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Clear Sight Partners, LLC?

The Employer Identification Number (EIN) reported for Clear Sight Partners, LLC is 85-3070386.

What is the latest Form 5500 filing year for Clear Sight Partners, LLC?

The latest loaded Form 5500 filing year for Clear Sight Partners, LLC is 2023.

Clear Sight Partners, LLC — 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, Clear Sight Partners, LLC (EIN 85-3070386) is a plan sponsor located in Oldsmar, FL 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: 85-3070386
Location: Oldsmar, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $4,226,590
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $4,226,590

Contributions & income

Employer contributions: $282,117
Participant contributions: $627,082
Total income / additions: $2,639,612

Expenses & distributions

Benefits paid / distributions: $766,229
Total expenses: $826,177
Net increase / (decrease): $1,813,435

Coverage

Total reported participants: 438
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Clear Sight Partners, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Clear Sight Partners 401(K) Plan	001	226	$4,226,590	2023
Clear Sight Partners, LLC Wrap Plan	501	212	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Clear Sight Partners, LLC
Year	Plan	Participants	Schedules	Filing
2023	Clear Sight Partners 401(K) Plan	226	H, C	20241008125356NAL0008337747001
2023	Clear Sight Partners, LLC Wrap Plan	212	—	20241022122711NAL0001900579001