Clifty Group, LLC 401(K) Plan — Form 5500 plan (Clifty Group, 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, Clifty Group, LLC 401(K) Plan is a benefit plan reported by Clifty Group, LLC under EIN 81-4578664 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $3,487,175 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.5MPlan net assets, end of year$3,487,175
Participants196Covered participants reported
Assets / participant$17.8KComputed: assets ÷ participants$17,792 (computed)
Provider compensation$48.5K7 Schedule C provider row(s)$48,484
- Plan sponsor
- Clifty Group, LLC
- EIN
- 81-4578664
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 196 | H, C | 20241014094728NAL0014720835001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,487,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,487,175
- Net assets (BOY)
- $2,806,426
Income & contributions
- Employer contributions
- $586,962
- Participant contributions
- $702,826
- Total contributions
- $1,372,437
- Total income / additions
- $1,793,546
Expenses & distributions
- Benefits paid
- $1,065,990
- Administrative expenses
- $46,807
- Total expenses
- $1,112,797
- Net increase / (decrease)
- $680,749
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets32%Computed ratio
Benefits paid ÷ total income59%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $18,440 | $0 | 2023 |
| Empower Annty Ins Co Of America | RECORDKEEPER | $15,305 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | CONSULTANT | $5,383 | $11 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $3,477 | not reported in the loaded dataset | 2023 |
| Superior Usa Corporation | CONTRACT ADMIN | $2,325 | $672 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,726 | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | OTHER | $1,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clifty Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Principal Life Insurance Company — Schedule C compensation
- Empower Annty Ins Co Of America — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Superior Usa Corporation — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation