2023 Form 5500 filing — Clifty Group, 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 20241014094728NAL0014720835001) for Clifty Group, LLC 401(K) Plan, reported by Clifty Group, LLC under EIN 81-4578664 and plan number 001. It reports 196 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)$3.5MReported net assets$3,487,175
Participants196
Provider compensation$48.5K7 Schedule C row(s)$48,484
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014094728NAL0014720835001
- Plan sponsor
- Clifty Group, LLC
- EIN
- 81-4578664
- Plan number
- 001
- Location
- Fort Collins, CO
- Received date
- not reported in the loaded dataset
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)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,487,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,487,175
- Employer contributions
- $586,962
- Participant contributions
- $702,826
- Total income / additions
- $1,793,546
- Benefits paid
- $1,065,990
- Administrative expenses
- $46,807
- Total expenses
- $1,112,797
- Net increase / (decrease)
- $680,749
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,440 | $0 |
| Empower Annty Ins Co Of America | RECORDKEEPER | $15,305 | not reported in the loaded dataset |
| Global Retirement Partners LLC | CONSULTANT | $5,383 | $11 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $3,477 | not reported in the loaded dataset |
| Superior Usa Corporation | CONTRACT ADMIN | $2,325 | $672 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,726 | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | OTHER | $1,145 | not reported in the loaded dataset |