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, Clearplan LLC 401(K) Plan is a benefit plan reported by Clearplan Consulting, LLC under EIN 46-3464356 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $12,742,458 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,742,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,742,458
- Net assets (BOY)
- $9,300,338
Income & contributions
- Participant contributions
- $2,111,076
- Total contributions
- $2,654,400
- Total income / additions
- $4,474,515
Expenses & distributions
- Benefits paid
- $1,008,457
- Administrative expenses
- $18,771
- Total expenses
- $1,032,395
- Net increase / (decrease)
- $3,442,120