Cleary Employees Savings And Retirement Plan — Form 5500 plan (Cleary Building Corp.)
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, Cleary Employees Savings And Retirement Plan is a benefit plan reported by Cleary Building Corp. under EIN 39-1292564 and plan number 001. The latest loaded filing year is 2023. The filing reports 874 participants and $16,336,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleary Building Corp.
- EIN
- 39-1292564
- Plan number
- 001
- Plan type
- 2
- Location
- Verona, WI
- Latest filing year
- 2023
- Participants
- 874
- End-of-year plan assets
- $16,336,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 874 | H, C | 20240801101059NAL0013412995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,336,434
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,336,434
- Net assets (BOY)
- $14,144,260
Income & contributions
- Employer contributions
- $254,699
- Participant contributions
- $1,550,235
- Total contributions
- $1,854,634
- Total income / additions
- $4,284,010
Expenses & distributions
- Benefits paid
- $1,963,489
- Administrative expenses
- $104,626
- Total expenses
- $2,091,836
- Net increase / (decrease)
- $2,192,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $59,017 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $36,601 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,008 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleary Building Corp.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Verona, WI
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation