2023 Form 5500 filing — Cleanwater1 401(K) Savings 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 20241014100801NAL0014742563001) for Cleanwater1 401(K) Savings Plan, reported by Cleanwater1, Inc. under EIN 81-0906606 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100801NAL0014742563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleanwater1, Inc.
- EIN
- 81-0906606
- Plan number
- 001
- Location
- Milpitas, CA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,141,428
- Total liabilities (EOY)
- $6,796
- Net assets (EOY)
- $10,134,632
- Employer contributions
- $96,082
- Participant contributions
- $800,062
- Total income / additions
- $2,263,925
- Benefits paid
- $1,267,299
- Administrative expenses
- $28,763
- Total expenses
- $1,303,875
- Net increase / (decrease)
- $960,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $25,840 | $876 |
| Global Retirement Partners LLC | INVESTMENT BROKER | $26,244 | not reported in the loaded dataset |
| Mesirow Financial Investment Manage | INVESTMENT PROVIDER | $13,462 | not reported in the loaded dataset |
| M2b Retirement Consulting, LLC | TPA | $6,912 | not reported in the loaded dataset |
| Anchor 3(16) Fiduciary Solutions Ll | FIDUCIARY | $2,816 | not reported in the loaded dataset |