2023 Form 5500 filing — Cleanrite, Inc. 401(K) Profit Sharing 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 20241010111931NAL0019980769001) for Cleanrite, Inc. 401(K) Profit Sharing Plan, reported by Cleanrite, Inc. under EIN 94-2623760 and plan number 001. It reports 148 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)$4.6MReported net assets$4,620,874
Participants148
Provider compensation$31.4K4 Schedule C row(s)$31,355
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010111931NAL0019980769001
Plan sponsor
Cleanrite, Inc.
EIN
94-2623760
Plan number
001
Location
Chico, 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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$766.1K
Benefits paid / distributions$734.8K
Contributions
Employer$448.3K
Participant$263.3K
Full reported line items
Total assets (EOY)
$4,620,874
Total liabilities (EOY)
$0
Net assets (EOY)
$4,620,874
Employer contributions
$448,272
Participant contributions
$263,289
Total income / additions
$1,332,408
Benefits paid
$734,768
Administrative expenses
$31,355
Total expenses
$766,123
Net increase / (decrease)
$566,285
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $18.9K
  2. 2
    RECORDKEEPER · Direct $10.6K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $1.1K
  4. 4
    INVESTMENT MGMT · Direct $798

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010111931NAL0019980769001 cover?
It is the 2023 Form 5500 filing for Cleanrite, Inc. 401(K) Profit Sharing Plan, reported by Cleanrite, Inc. (EIN 94-2623760).
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