Clysar, LLC 401(K) Plan — Form 5500 plan (Clysar, LLC)
Plain-English plan 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, Clysar, LLC 401(K) Plan is a benefit plan reported by Clysar, LLC under EIN 01-0727296 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $26,652,178 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.7MPlan net assets, end of year$26,652,178
Participants330Covered participants reported
Assets / participant$80.8KComputed: assets ÷ participants$80,764 (computed)
Provider compensation$158.1K5 Schedule C provider row(s)$158,060
- Plan sponsor
- Clysar, LLC
- EIN
- 01-0727296
- Plan number
- 001
- Plan type
- 2
- Location
- Clinton, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241015162726NAL0029103633001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26.7M total assets
Net assets$26.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,652,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,652,178
- Net assets (BOY)
- $22,133,383
Income & contributions
- Employer contributions
- $712,244
- Participant contributions
- $1,479,375
- Total contributions
- $2,626,582
- Total income / additions
- $6,286,817
Expenses & distributions
- Benefits paid
- $1,641,845
- Administrative expenses
- $92,302
- Total expenses
- $1,768,022
- Net increase / (decrease)
- $4,518,795
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $89,200 | $0 | 2023 |
| Mma Securities LLC | BROKER/ADVISOR | $0 | $54,263 | 2023 |
| American Pension, LLC | CONTRACT ADMINISTRATION | $0 | $10,000 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $4,491 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | OTHER | $106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clysar, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Clinton, IA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- American Pension, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation