2023 Form 5500 filing — Clarity Partners, LLC 401(K) 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 20240815155627NAL0028530178001) for Clarity Partners, LLC 401(K) Plan And Trust, reported by Clarity Partners, LLC under EIN 80-0123899 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815155627NAL0028530178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarity Partners, LLC
- EIN
- 80-0123899
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,682,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,682,151
- Employer contributions
- $474,110
- Participant contributions
- $1,037,488
- Total income / additions
- $3,182,732
- Benefits paid
- $745,594
- Administrative expenses
- $49,400
- Total expenses
- $794,994
- Net increase / (decrease)
- $2,387,738
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rothschild Inv. Corp | INV ADV | $27,711 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. | RECORDKEEPER | $13,912 | not reported in the loaded dataset |
| Dufek & Company, LLC | AUDITOR | $8,500 | not reported in the loaded dataset |
| Carnow And Associates, Ltd. | TPA | $1,800 | not reported in the loaded dataset |
| Empower Advisory Group | INV MGMNT | $1,621 | not reported in the loaded dataset |