Allclear Management, Inc. Retirement Savings Plan — Form 5500 plan (Allclear Management, 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, Allclear Management, Inc. Retirement Savings Plan is a benefit plan reported by Allclear Management, Inc. under EIN 87-3226029 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $27,543,565 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allclear Management, Inc.
EIN
87-3226029
Plan number
001
Plan type
2
Location
Miramar, FL
Latest filing year
2023
Participants
413
End-of-year plan assets
$27,543,565

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023413H, C20240903181046NAL0018800353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,543,565
Total liabilities (EOY)
$0
Net assets (EOY)
$27,543,565
Net assets (BOY)
$23,906,715

Income & contributions

Employer contributions
$684,358
Participant contributions
$1,794,800
Total contributions
$2,811,864
Total income / additions
$6,760,262

Expenses & distributions

Benefits paid
$3,031,639
Administrative expenses
$86,200
Total expenses
$3,123,412
Net increase / (decrease)
$3,636,850

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$48,898not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$37,302$02023

Related Form 5500 pages