2023 Form 5500 filing — Clearesult 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 20241004121334NAL0012198545001) for Clearesult 401(K) Plan, reported by Clearesult Consulting Inc. under EIN 72-1572984 and plan number 001. It reports 3,397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004121334NAL0012198545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clearesult Consulting Inc.
- EIN
- 72-1572984
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 3,397
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,756,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $152,756,153
- Employer contributions
- $4,949,475
- Participant contributions
- $12,768,329
- Total income / additions
- $40,456,926
- Benefits paid
- $13,459,077
- Administrative expenses
- $387,704
- Total expenses
- $13,859,733
- Net increase / (decrease)
- $26,597,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $278,430 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $53,443 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43,921 | not reported in the loaded dataset |
| O'Connor Davies, Llp | AUDITOR | $16,100 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $1,200 | not reported in the loaded dataset |