2023 Form 5500 filing — Clearbrook Holdings Corp 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 20250922115734NAL0005199377001) for Clearbrook Holdings Corp 401(K) Plan, reported by Clearbrook Holdings Corp under EIN 62-1766388 and plan number 001. It reports 659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250922115734NAL0005199377001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Clearbrook Holdings Corp
- EIN
- 62-1766388
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,372,512
- Total liabilities (EOY)
- $137,457
- Net assets (EOY)
- $8,235,055
- Employer contributions
- $86,488
- Participant contributions
- $846,688
- Total income / additions
- $2,060,330
- Benefits paid
- $1,377,071
- Administrative expenses
- $55,652
- Total expenses
- $1,434,916
- Net increase / (decrease)
- $625,414
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $44,689 | $0 |
| Empower Advisory Group | INVESTMENT MANAGER | $5,758 | not reported in the loaded dataset |
| Acuff & Associates, Inc. | NONE | $5,218 | not reported in the loaded dataset |