Plan5500

Clever Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Clever Inc. (EIN 45-5221668) is a plan sponsor located in San Francisco, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-5221668
Location
San Francisco, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Clever Inc.

  • 2 loaded plans hold $16M in reported assets.
  • The largest, Clever Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 698 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$16,023,589
Total reported assets$16M$16,023,589
Total reported participants698
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$3.3M
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$843.9K
Total expenses$883.1K
Net increase / (decrease)$4.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Clever Inc. 401(K) Plan
Participants per plan349Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Clever Inc. 401(K) Plan$16M
    Plan #001 · 336 participants · 2023
  2. 2
    Clever, Inc.not reported in the loaded dataset
    Plan #501 · 362 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Clever Inc.. Open one for its full reported snapshot.

  1. 2023
    Clever, Inc.362 participants · 2No schedules
    View filing →
  2. 2023
    Clever Inc. 401(K) Plan336 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clever Inc. report on Form 5500?
Clever Inc. (EIN 45-5221668) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clever Inc.?
The Employer Identification Number (EIN) reported for Clever Inc. is 45-5221668.
What is the latest Form 5500 filing year for Clever Inc.?
The latest loaded Form 5500 filing year for Clever Inc. is 2023.

Related Form 5500 pages