2023 Form 5500 filing — Clear Sight Partners 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 20241008125356NAL0008337747001) for Clear Sight Partners 401(K) Plan, reported by Clear Sight Partners, LLC under EIN 85-3070386 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008125356NAL0008337747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clear Sight Partners, LLC
- EIN
- 85-3070386
- Plan number
- 001
- Location
- Oldsmar, FL
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,226,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,226,590
- Employer contributions
- $282,117
- Participant contributions
- $627,082
- Total income / additions
- $2,639,612
- Benefits paid
- $766,229
- Administrative expenses
- $59,948
- Total expenses
- $826,177
- Net increase / (decrease)
- $1,813,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,535 | $0 |
| Clark Schaefer Hackett | ACCOUNTANT | $18,800 | not reported in the loaded dataset |
| Hauser Retirement Soultions 2 LLC | INVESTMENT ADVISORY | $0 | $13,621 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $6,343 | $1,543 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |