Clarity Partners, 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, Clarity Partners, LLC (EIN 80-0123899) is a plan sponsor located in Chicago, IL with 2 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
80-0123899
Location
Chicago, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,682,151
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,682,151

Contributions & income

Employer contributions
$474,110
Participant contributions
$1,037,488
Total income / additions
$3,182,732

Expenses & distributions

Benefits paid / distributions
$745,594
Total expenses
$794,994
Net increase / (decrease)
$2,387,738

Coverage

Total reported participants
304
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Clarity Partners, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Clarity Partners, LLC 401(K) Plan And Trust001173$10,682,1512023
Clarity Partners, LLC Employee Benefit Plan501131not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Clarity Partners, LLC
YearPlanParticipantsSchedulesFiling
2023Clarity Partners, LLC Employee Benefit Plan13120240716124502NAL0001750851001
2023Clarity Partners, LLC 401(K) Plan And Trust173H, C20240815155627NAL0028530178001

Related Form 5500 pages