2023 Form 5500 filing — Clear Peo, LLC 401(K) Savings 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 20241015170125NAL0029191121001) for Clear Peo, LLC 401(K) Savings Plan, reported by Clear Peo, LLC under EIN 35-2535759 and plan number 333. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170125NAL0029191121001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Clear Peo, LLC
- EIN
- 35-2535759
- Plan number
- 333
- Location
- Langhorne, PA
- Participants
- 606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,738,938
- Total liabilities (EOY)
- $117,296
- Net assets (EOY)
- $15,621,642
- Employer contributions
- $555,271
- Participant contributions
- $1,363,021
- Total income / additions
- $4,062,480
- Benefits paid
- $1,368,007
- Administrative expenses
- $131,998
- Total expenses
- $1,531,762
- Net increase / (decrease)
- $2,530,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Omni 360 Wealth Inc | INVESTMENT ADVISORY PLAN | $62,156 | not reported in the loaded dataset |
| Stalker & Associates, Inc. | RECORDKEEPER | $36,838 | $0 |
| Transamerica Financial Life | RECORDKEEPER | $11,944 | $0 |
| Uhy Llp | AUDIT | $4,000 | not reported in the loaded dataset |