Clearbrook Holdings Corp 401(K) Plan — Form 5500 plan (Clearbrook Holdings 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, Clearbrook Holdings Corp 401(K) Plan is a benefit plan reported by Clearbrook Holdings Corp under EIN 62-1766388 and plan number 001. The latest loaded filing year is 2023. The filing reports 659 participants and $8,372,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clearbrook Holdings Corp
- EIN
- 62-1766388
- Plan number
- 001
- Plan type
- 3
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 659
- End-of-year plan assets
- $8,372,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 659 | H, C | 20250922115734NAL0005199377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,372,512
- Total liabilities (EOY)
- $137,457
- Net assets (EOY)
- $8,235,055
- Net assets (BOY)
- $7,609,641
Income & contributions
- Employer contributions
- $86,488
- Participant contributions
- $846,688
- Total contributions
- $977,429
- Total income / additions
- $2,060,330
Expenses & distributions
- Benefits paid
- $1,377,071
- Administrative expenses
- $55,652
- Total expenses
- $1,434,916
- Net increase / (decrease)
- $625,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $44,689 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGER | $5,758 | not reported in the loaded dataset | 2023 |
| Acuff & Associates, Inc. | NONE | $5,218 | not reported in the loaded dataset | 2023 |