Who sponsors the Clise Agency, Inc. 401(K) Profit Sharing Plan?

Clise Agency, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Clise Agency, Inc. (EIN 91-0839938, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Clise Agency, Inc. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Clise Agency, Inc. 401(K) Profit Sharing Plan is 2023.

How many participants does Clise Agency, Inc. 401(K) Profit Sharing Plan report?

Clise Agency, Inc. 401(K) Profit Sharing Plan reports 139 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Clise Agency, Inc. 401(K) Profit Sharing Plan?

Clise Agency, Inc. 401(K) Profit Sharing Plan reports $19,383,608 in end-of-year plan assets in its latest loaded Form 5500 filing.

Clise Agency, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Clise Agency, 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, Clise Agency, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Clise Agency, Inc. under EIN 91-0839938 and plan number 002. The latest loaded filing year is 2023. The filing reports 139 participants and $19,383,608 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.4MPlan net assets, end of year$19,383,608

Participants139Covered participants reported

Assets / participant$139.5KComputed: assets ÷ participants$139,450 (computed)

Provider compensation$8.8K1 Schedule C provider row(s)$8,830

Plan sponsor: Clise Agency, Inc.
EIN: 91-0839938
Plan number: 002
Plan type: 2
Location: Seattle, WA
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.

2023
139 participants · 2Sch HSch C
View filing →

Schedule H · 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)$19.4M total assets

Net assets$19.4MLiabilities$0

Money in vs. money out

Total income / additions$3.9M

Total expenses$1.4M

Benefits paid / distributions$1.4M

Contributions

Employer$347K

Participant$694.8K

Full reported line items

Net assets

Total assets (EOY): $19,383,608
Total liabilities (EOY): $0
Net assets (EOY): $19,383,608
Net assets (BOY): $16,849,159

Income & contributions

Employer contributions: $347,021
Participant contributions: $694,807
Total contributions: $1,041,828
Total income / additions: $3,903,245

Expenses & distributions

Benefits paid: $1,365,171
Administrative expenses: $3,625
Total expenses: $1,368,796
Net increase / (decrease): $2,534,449

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)

33%67%

Employer 33%Participant 67%

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income35%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

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

1
Definiti LLC$8.8K
THIRD PARTY ADMINISTRATOR · Direct $0 · Indirect $8.8K

What to inspect next

Frequently asked questions

Who sponsors the Clise Agency, Inc. 401(K) Profit Sharing Plan?: Clise Agency, Inc. 401(K) Profit Sharing Plan is reported as sponsored by Clise Agency, Inc. (EIN 91-0839938, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Clise Agency, Inc. 401(K) Profit Sharing Plan?: The latest Form 5500 filing year loaded for Clise Agency, Inc. 401(K) Profit Sharing Plan is 2023.
How many participants does Clise Agency, Inc. 401(K) Profit Sharing Plan report?: Clise Agency, Inc. 401(K) Profit Sharing Plan reports 139 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Clise Agency, Inc. 401(K) Profit Sharing Plan?: Clise Agency, Inc. 401(K) Profit Sharing Plan reports $19,383,608 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.