Solu Technology Partners 401(K) Plan — Form 5500 plan (Clf Ontario, Inc. D/B/A Solu Technology Partners)
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, Solu Technology Partners 401(K) Plan is a benefit plan reported by Clf Ontario, Inc. D/B/A Solu Technology Partners under EIN 26-1661474 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $17,580,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clf Ontario, Inc. D/B/A Solu Technology Partners
- EIN
- 26-1661474
- Plan number
- 001
- Plan type
- 2
- Location
- Victor, NY
- Latest filing year
- 2023
- Participants
- 368
- End-of-year plan assets
- $17,580,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 368 | H, C | 20240910125653NAL0006894609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,580,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,580,706
- Net assets (BOY)
- $13,718,493
Income & contributions
- Employer contributions
- $190,935
- Participant contributions
- $1,707,846
- Total contributions
- $2,070,120
- Total income / additions
- $4,785,493
Expenses & distributions
- Benefits paid
- $923,280
- Administrative expenses
- $0
- Total expenses
- $923,280
- Net increase / (decrease)
- $3,862,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | BROKER | $41,582 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORDKEEPER | $33,676 | $3,582 | 2023 |
| Benefit Plans Admin Service | TPA | $2,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clf Ontario, Inc. D/B/A Solu Technology Partners
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Victor, NY
- Commonwealth Financial Network — Schedule C compensation
- Nationwide — Schedule C compensation
- Benefit Plans Admin Service — Schedule C compensation