2023 Form 5500 filing — Clearview Operating Lp 401k Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240326145342NAL0000654689002) for Clearview Operating Lp 401k Plan And Trust, reported by Clearview Operating Lp under EIN 75-2854321 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,625,478
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240326145342NAL0000654689002
Plan sponsor
Clearview Operating Lp
EIN
75-2854321
Plan number
001
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities
Money in vs. money out
Total income / additions-$485.1K
Total expenses$534.9K
Benefits paid / distributions$534K
Contributions
Employer$33K
Participant$91.9K
Full reported line items
Total assets (EOY)
$7,625,478
Net assets (EOY)
$7,625,478
Employer contributions
$33,026
Participant contributions
$91,914
Total income / additions
-$485,050
Benefits paid
$534,022
Total expenses
$534,880
Net increase / (decrease)
-$1,019,930

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240326145342NAL0000654689002 cover?
It is the 2023 Form 5500 filing for Clearview Operating Lp 401k Plan And Trust, reported by Clearview Operating Lp (EIN 75-2854321).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages