Clear Peo, LLC 401(K) Savings Plan — Form 5500 plan (Clear Peo, LLC)
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, Clear Peo, LLC 401(K) Savings Plan is a benefit plan reported by Clear Peo, LLC under EIN 35-2535759 and plan number 333. The latest loaded filing year is 2023. The filing reports 606 participants and $15,738,938 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clear Peo, LLC
- EIN
- 35-2535759
- Plan number
- 333
- Plan type
- 3
- Location
- Langhorne, PA
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $15,738,938
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20241015170125NAL0029191121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,738,938
- Total liabilities (EOY)
- $117,296
- Net assets (EOY)
- $15,621,642
- Net assets (BOY)
- $16,878,067
Income & contributions
- Employer contributions
- $555,271
- Participant contributions
- $1,363,021
- Total contributions
- $1,918,627
- Total income / additions
- $4,062,480
Expenses & distributions
- Benefits paid
- $1,368,007
- Administrative expenses
- $131,998
- Total expenses
- $1,531,762
- Net increase / (decrease)
- $2,530,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Omni 360 Wealth Inc | INVESTMENT ADVISORY PLAN | $62,156 | not reported in the loaded dataset | 2023 |
| Stalker & Associates, Inc. | RECORDKEEPER | $36,838 | $0 | 2023 |
| Transamerica Financial Life | RECORDKEEPER | $11,944 | $0 | 2023 |
| Uhy Llp | AUDIT | $4,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Clear Peo, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Langhorne, PA
- Omni 360 Wealth Inc — Schedule C compensation
- Stalker & Associates, Inc. — Schedule C compensation
- Transamerica Financial Life — Schedule C compensation
- Uhy Llp — Schedule C compensation