2023 Form 5500 filing — Clearplan LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930125348NAL0005693697001) for Clearplan LLC 401(K) Plan, reported by Clearplan Consulting, LLC under EIN 46-3464356 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125348NAL0005693697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearplan Consulting, LLC
- EIN
- 46-3464356
- Plan number
- 001
- Location
- Westborough, MA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,742,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,742,458
- Participant contributions
- $2,111,076
- Total income / additions
- $4,474,515
- Benefits paid
- $1,008,457
- Administrative expenses
- $18,771
- Total expenses
- $1,032,395
- Net increase / (decrease)
- $3,442,120
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,771 | $0 |