Clearpath Workforce Management 401(K) Plan — Form 5500 plan (Clearpath Workforce 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, Clearpath Workforce Management 401(K) Plan is a benefit plan reported by Clearpath Workforce Management, Inc under EIN 94-3374899 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,329 participants and $5,344,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clearpath Workforce Management, Inc
EIN
94-3374899
Plan number
001
Plan type
2
Location
Manteca, CA
Latest filing year
2023
Participants
1,329
End-of-year plan assets
$5,344,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,329H, C20240822164422NAL0005368081002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,344,564
Total liabilities (EOY)
$0
Net assets (EOY)
$5,344,564
Net assets (BOY)
$4,633,050

Income & contributions

Participant contributions
$1,034,012
Total contributions
$1,120,688
Total income / additions
$1,890,421

Expenses & distributions

Benefits paid
$1,141,804
Administrative expenses
$45,320
Total expenses
$1,178,907
Net increase / (decrease)
$711,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$45,320$02023

Related Form 5500 pages