Clarity Partners, LLC 401(K) Plan And Trust — Form 5500 plan (Clarity Partners, 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, Clarity Partners, LLC 401(K) Plan And Trust is a benefit plan reported by Clarity Partners, LLC under EIN 80-0123899 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $10,682,151 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clarity Partners, LLC
- EIN
- 80-0123899
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $10,682,151
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240815155627NAL0028530178001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,682,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,682,151
- Net assets (BOY)
- $8,294,413
Income & contributions
- Employer contributions
- $474,110
- Participant contributions
- $1,037,488
- Total contributions
- $1,534,459
- Total income / additions
- $3,182,732
Expenses & distributions
- Benefits paid
- $745,594
- Administrative expenses
- $49,400
- Total expenses
- $794,994
- Net increase / (decrease)
- $2,387,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rothschild Inv. Corp | INV ADV | $27,711 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. | RECORDKEEPER | $13,912 | not reported in the loaded dataset | 2023 |
| Dufek & Company, LLC | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| Carnow And Associates, Ltd. | TPA | $1,800 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INV MGMNT | $1,621 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clarity Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Rothschild Inv. Corp — Schedule C compensation
- Empower Annuity Ins. Co. — Schedule C compensation
- Dufek & Company, LLC — Schedule C compensation
- Carnow And Associates, Ltd. — Schedule C compensation
- Empower Advisory Group — Schedule C compensation