2023 Form 5500 filing — Clearcaptions, 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 20241009203230NAL0019931025001) for Clearcaptions, LLC 401(K) Plan, reported by Clearcaptions, LLC under EIN 47-2257839 and plan number 001. It reports 364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13MReported net assets$12,981,113
Participants364
Provider compensation$73.1K3 Schedule C row(s)$73,057
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009203230NAL0019931025001
Plan sponsor
Clearcaptions, LLC
EIN
47-2257839
Plan number
001
Location
Roseville, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$797.3K
Benefits paid / distributions$721.7K
Contributions
Employer$785.7K
Participant$2.1M
Full reported line items
Total assets (EOY)
$12,981,113
Total liabilities (EOY)
$0
Net assets (EOY)
$12,981,113
Employer contributions
$785,664
Participant contributions
$2,143,325
Total income / additions
$5,277,506
Benefits paid
$721,716
Administrative expenses
$73,058
Total expenses
$797,280
Net increase / (decrease)
$4,480,226
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $35.8K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $24.8K
  3. 3
    AUDITOR · Direct $12.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009203230NAL0019931025001 cover?
It is the 2023 Form 5500 filing for Clearcaptions, LLC 401(K) Plan, reported by Clearcaptions, LLC (EIN 47-2257839).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages