2023 Form 5500 filing — Clearpath Workforce Management 401(K) Plan
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 20240822164422NAL0005368081002) for Clearpath Workforce Management 401(K) Plan, reported by Clearpath Workforce Management, Inc under EIN 94-3374899 and plan number 001. It reports 1,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822164422NAL0005368081002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearpath Workforce Management, Inc
- EIN
- 94-3374899
- Plan number
- 001
- Location
- Manteca, CA
- Participants
- 1,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,344,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,344,564
- Participant contributions
- $1,034,012
- Total income / additions
- $1,890,421
- Benefits paid
- $1,141,804
- Administrative expenses
- $45,320
- Total expenses
- $1,178,907
- Net increase / (decrease)
- $711,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $45,320 | $0 |