How many benefit plans does Clearfork Wealth Management LLC report on Form 5500?

Clearfork Wealth Management LLC (EIN 46-1374003) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Clearfork Wealth Management LLC?

The Employer Identification Number (EIN) reported for Clearfork Wealth Management LLC is 46-1374003.

What is the latest Form 5500 filing year for Clearfork Wealth Management LLC?

The latest loaded Form 5500 filing year for Clearfork Wealth Management LLC is 2023.

Clearfork Wealth Management LLC — 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, Clearfork Wealth Management LLC (EIN 46-1374003) is a plan sponsor located in Fort Worth, TX 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: 46-1374003
Location: Fort Worth, TX
Loaded plans: 1
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 Clearfork Wealth Management LLC

1 loaded plans hold $2M in reported assets.
The largest, Clearfork Wealth Management LLC 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
Plans cover 14 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2MSummed across loaded plans$1,995,488

Total reported assets$2M$1,995,488

Total reported participants14

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets

Net assets$2MLiabilities$0

Contributions & income

Employer contributions$51.4K

Participant contributions$122K

Total income / additions$448.2K

Expenses & distributions

Benefits paid / distributions$4.3K

Total expenses$8.7K

Net increase / (decrease)$439.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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%Clearfork Wealth Management LLC 401(K) Profit Sharing Plan And Trust

Participants per plan14Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

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

1
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan And Trust$2M
Plan #001 · 14 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 Clearfork Wealth Management LLC. Open one for its full reported snapshot.

2023
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan And Trust14 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clearfork Wealth Management LLC report on Form 5500?: Clearfork Wealth Management LLC (EIN 46-1374003) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clearfork Wealth Management LLC?: The Employer Identification Number (EIN) reported for Clearfork Wealth Management LLC is 46-1374003.
What is the latest Form 5500 filing year for Clearfork Wealth Management LLC?: The latest loaded Form 5500 filing year for Clearfork Wealth Management LLC is 2023.