2023 Form 5500 filing — Clearwater Engineering,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 20240919043255NAL0003251107001) for Clearwater Engineering,Inc.401(K) Plan, reported by Clearwater Engineering,Inc. under EIN 20-5683987 and plan number 002. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,220,146
Participants16
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919043255NAL0003251107001
Plan sponsor
Clearwater Engineering,Inc.
EIN
20-5683987
Plan number
002
Location
Santa Barbara, CA
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)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$103.3K
Total expenses$31.9K
Benefits paid / distributions$31.9K
Contributions
Employer$121.4K
Participant$75.3K
Full reported line items
Total assets (EOY)
$2,220,146
Total liabilities (EOY)
$0
Net assets (EOY)
$2,220,146
Employer contributions
$121,403
Participant contributions
$75,344
Total income / additions
$103,344
Benefits paid
$31,950
Administrative expenses
$0
Total expenses
$31,950
Net increase / (decrease)
$71,394
Schedule C

Reported service provider compensation

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

  1. 1
    BROKERAGE FIRM · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919043255NAL0003251107001 cover?
It is the 2023 Form 5500 filing for Clearwater Engineering,Inc.401(K) Plan, reported by Clearwater Engineering,Inc. (EIN 20-5683987).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages