2023 Form 5500 filing — Clutter 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 20241006095915NAL0024056416001) for Clutter 401(K) Plan, reported by Clutter, Inc under EIN 46-2858588 and plan number 001. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006095915NAL0024056416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clutter, Inc
- EIN
- 46-2858588
- Plan number
- 001
- Location
- Royersford, PA
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $136,172
- Participant contributions
- $776,221
- Total income / additions
- $1,347,555
- Benefits paid
- $1,335,130
- Administrative expenses
- $136,535
- Total expenses
- $1,471,665
- Net increase / (decrease)
- -$124,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $69,712 | $0 |
| Retirement Plan Fiduciaries | NONE | $31,621 | not reported in the loaded dataset |
| Baker Tilly Wealth Management, LLC | NONE | $17,702 | not reported in the loaded dataset |
| Peggy S. Edge, Cpa LLC | NONE | $17,500 | not reported in the loaded dataset |