2023 Form 5500 filing — Clysar, 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 20241015162726NAL0029103633001) for Clysar, LLC 401(K) Plan, reported by Clysar, LLC under EIN 01-0727296 and plan number 001. It reports 330 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)$26.7MReported net assets$26,652,178
Participants330
Provider compensation$158.1K5 Schedule C row(s)$158,060
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015162726NAL0029103633001
- Plan sponsor
- Clysar, LLC
- EIN
- 01-0727296
- Plan number
- 001
- Location
- Clinton, IA
- 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)$26.7M total assets
Net assets$26.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,652,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,652,178
- Employer contributions
- $712,244
- Participant contributions
- $1,479,375
- Total income / additions
- $6,286,817
- Benefits paid
- $1,641,845
- Administrative expenses
- $92,302
- Total expenses
- $1,768,022
- Net increase / (decrease)
- $4,518,795
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $89,200 | $0 |
| Mma Securities LLC | BROKER/ADVISOR | $0 | $54,263 |
| American Pension, LLC | CONTRACT ADMINISTRATION | $0 | $10,000 |
| Envestnet Retirement Solutions, LLC | OTHER | $4,491 | not reported in the loaded dataset |
| Mma Securities LLC | OTHER | $106 | not reported in the loaded dataset |