Clearesult 401(K) Plan — Form 5500 plan (Clearesult Consulting Inc.)
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, Clearesult 401(K) Plan is a benefit plan reported by Clearesult Consulting Inc. under EIN 72-1572984 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,397 participants and $152,756,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clearesult Consulting Inc.
- EIN
- 72-1572984
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 3,397
- End-of-year plan assets
- $152,756,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,397 | H, C | 20241004121334NAL0012198545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,756,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,756,153
- Net assets (BOY)
- $126,158,960
Income & contributions
- Employer contributions
- $4,949,475
- Participant contributions
- $12,768,329
- Total contributions
- $18,211,551
- Total income / additions
- $40,456,926
Expenses & distributions
- Benefits paid
- $13,459,077
- Administrative expenses
- $387,704
- Total expenses
- $13,859,733
- Net increase / (decrease)
- $26,597,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $278,430 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $53,443 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43,921 | not reported in the loaded dataset | 2023 |
| O'Connor Davies, Llp | AUDITOR | $16,100 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $1,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clearesult Consulting Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- O'Connor Davies, Llp — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation