Plan5500

Clearwater Engineering,Inc.401(K) Plan — Form 5500 plan (Clearwater Engineering,Inc.)

Plain-English plan 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, Clearwater Engineering,Inc.401(K) Plan is a benefit plan reported by Clearwater Engineering,Inc. under EIN 20-5683987 and plan number 002. The latest loaded filing year is 2023. The filing reports 16 participants and $2,220,146 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.2MPlan net assets, end of year$2,220,146
Participants16Covered participants reported
Assets / participant$138.8KComputed: assets ÷ participants$138,759 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Clearwater Engineering,Inc.
EIN
20-5683987
Plan number
002
Plan type
2
Location
Santa Barbara, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    16 participants · 2Sch ISch C
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$2,220,146
Total liabilities (EOY)
$0
Net assets (EOY)
$2,220,146
Net assets (BOY)
$2,148,752

Income & contributions

Employer contributions
$121,403
Participant contributions
$75,344
Total income / additions
$103,344

Expenses & distributions

Benefits paid
$31,950
Administrative expenses
$0
Total expenses
$31,950
Net increase / (decrease)
$71,394
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 62%Participant 38%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Merrill Lynch, Pierce, Fenner Smith$0
    BROKERAGE FIRM · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Clearwater Engineering,Inc.401(K) Plan?
Clearwater Engineering,Inc.401(K) Plan is reported as sponsored by Clearwater Engineering,Inc. (EIN 20-5683987, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Clearwater Engineering,Inc.401(K) Plan?
The latest Form 5500 filing year loaded for Clearwater Engineering,Inc.401(K) Plan is 2023.
How many participants does Clearwater Engineering,Inc.401(K) Plan report?
Clearwater Engineering,Inc.401(K) Plan reports 16 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Clearwater Engineering,Inc.401(K) Plan?
Clearwater Engineering,Inc.401(K) Plan reports $2,220,146 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages