Clear Sight Partners 401(K) Plan — Form 5500 plan (Clear Sight 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, Clear Sight Partners 401(K) Plan is a benefit plan reported by Clear Sight Partners, LLC under EIN 85-3070386 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $4,226,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clear Sight Partners, LLC
- EIN
- 85-3070386
- Plan number
- 001
- Plan type
- 2
- Location
- Oldsmar, FL
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $4,226,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241008125356NAL0008337747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,226,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,226,590
- Net assets (BOY)
- $2,413,155
Income & contributions
- Employer contributions
- $282,117
- Participant contributions
- $627,082
- Total contributions
- $2,073,727
- Total income / additions
- $2,639,612
Expenses & distributions
- Benefits paid
- $766,229
- Administrative expenses
- $59,948
- Total expenses
- $826,177
- Net increase / (decrease)
- $1,813,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,535 | $0 | 2023 |
| Clark Schaefer Hackett | ACCOUNTANT | $18,800 | not reported in the loaded dataset | 2023 |
| Hauser Retirement Soultions 2 LLC | INVESTMENT ADVISORY | $0 | $13,621 | 2023 |
| Janet A. Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $6,343 | $1,543 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clear Sight Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Oldsmar, FL
- Principal Life Insurance Company — Schedule C compensation
- Clark Schaefer Hackett — Schedule C compensation
- Hauser Retirement Soultions 2 LLC — Schedule C compensation
- Janet A. Panebianco, Cpa, Pllc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation