Allclear Management, 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, Allclear Management, Inc. (EIN 87-3226029) is a plan sponsor located in Miramar, 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
87-3226029
Location
Miramar, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,543,565
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,543,565

Contributions & income

Employer contributions
$684,358
Participant contributions
$1,794,800
Total income / additions
$6,760,262

Expenses & distributions

Benefits paid / distributions
$3,031,639
Total expenses
$3,123,412
Net increase / (decrease)
$3,636,850

Coverage

Total reported participants
636
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

Allclear Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Allclear Management, Inc. Retirement Savings Plan001413$27,543,5652023
Allclear Management, Inc. Welfare Benefits Plan501223not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Allclear Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Allclear Management, Inc. Welfare Benefits Plan22320240729132524NAL0012545779001
2023Allclear Management, Inc. Retirement Savings Plan413H, C20240903181046NAL0018800353001

Related Form 5500 pages