Cleanwater1 401(K) Savings Plan — Form 5500 plan (Cleanwater1, 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, Cleanwater1 401(K) Savings Plan is a benefit plan reported by Cleanwater1, Inc. under EIN 81-0906606 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $10,141,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleanwater1, Inc.
- EIN
- 81-0906606
- Plan number
- 001
- Plan type
- 2
- Location
- Milpitas, CA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $10,141,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241014100801NAL0014742563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,141,428
- Total liabilities (EOY)
- $6,796
- Net assets (EOY)
- $10,134,632
- Net assets (BOY)
- $9,174,582
Income & contributions
- Employer contributions
- $96,082
- Participant contributions
- $800,062
- Total contributions
- $896,163
- Total income / additions
- $2,263,925
Expenses & distributions
- Benefits paid
- $1,267,299
- Administrative expenses
- $28,763
- Total expenses
- $1,303,875
- Net increase / (decrease)
- $960,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $25,840 | $876 | 2023 |
| Global Retirement Partners LLC | INVESTMENT BROKER | $26,244 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT PROVIDER | $13,462 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting, LLC | TPA | $6,912 | not reported in the loaded dataset | 2023 |
| Anchor 3(16) Fiduciary Solutions Ll | FIDUCIARY | $2,816 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleanwater1, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Milpitas, CA
- Nationwide — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation
- M2b Retirement Consulting, LLC — Schedule C compensation
- Anchor 3(16) Fiduciary Solutions Ll — Schedule C compensation