2023 Form 5500 filing — Clearview Consulting, Inc. 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 20240826104954NAL0009439217001) for Clearview Consulting, Inc. 401(K) Plan, reported by Clearview Consulting, Inc. under EIN 27-5362399 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.2MReported net assets$8,229,019
Participants149
Provider compensation$30.4K2 Schedule C row(s)$30,357
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240826104954NAL0009439217001
Plan sponsor
Clearview Consulting, Inc.
EIN
27-5362399
Plan number
001
Location
Owings Mills, MD
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.3M total assets
Net assets$8.2MLiabilities$60.2K
Money in vs. money out
Total income / additions$2.6M
Total expenses$473.9K
Benefits paid / distributions$443.5K
Contributions
Employer$175.8K
Participant$890.7K
Full reported line items
Total assets (EOY)
$8,289,188
Total liabilities (EOY)
$60,169
Net assets (EOY)
$8,229,019
Employer contributions
$175,807
Participant contributions
$890,705
Total income / additions
$2,558,927
Benefits paid
$443,523
Administrative expenses
$30,357
Total expenses
$473,880
Net increase / (decrease)
$2,085,047
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $17.5K
  2. 2
    RECORDKEEPER · Direct $12.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826104954NAL0009439217001 cover?
It is the 2023 Form 5500 filing for Clearview Consulting, Inc. 401(K) Plan, reported by Clearview Consulting, Inc. (EIN 27-5362399).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages