2023 Form 5500 filing — Cliftonlarsonallen Llp 401(K) Retirement 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 20241002132906NAL0016677298001) for Cliftonlarsonallen Llp 401(K) Retirement Plan, reported by Cliftonlarsonallen Llp under EIN 41-0746749 and plan number 001. It reports 10,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002132906NAL0016677298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cliftonlarsonallen Llp
- EIN
- 41-0746749
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 10,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,329,301,170
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,329,301,170
- Employer contributions
- $29,688,177
- Participant contributions
- $82,289,592
- Total income / additions
- $341,546,066
- Benefits paid
- $95,047,716
- Administrative expenses
- $438,004
- Total expenses
- $95,629,638
- Net increase / (decrease)
- $245,916,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | NONE | $571,139 | $0 |
| Qdro Consultants | NONE | $1,500 | not reported in the loaded dataset |