2023 Form 5500 filing — Clarity Care, Inc 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 20241014134929NAL0027464241001) for Clarity Care, Inc Retirement Plan, reported by Clarity Care, Inc. under EIN 39-1569283 and plan number 001. It reports 599 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134929NAL0027464241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clarity Care, Inc.
- EIN
- 39-1569283
- Plan number
- 001
- Location
- Oshkosh, WI
- Participants
- 599
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,005,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,005,104
- Employer contributions
- $36,445
- Participant contributions
- $243,362
- Total income / additions
- $964,618
- Benefits paid
- $296,903
- Administrative expenses
- $59,957
- Total expenses
- $363,191
- Net increase / (decrease)
- $601,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER & INFO MGT | $43,667 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $22,954 |
| Map Retirement Inc | TPA | $5,760 | $4,571 |
| Kerber, Rose S.C. | AUDITOR | $9,661 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $869 | not reported in the loaded dataset |