CLEARCOMPANY has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : CLEARCOMPANY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,212,682 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $483,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $481,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,326,479 |
Value of total assets at end of year | 2022-12-31 | $6,110,436 |
Value of total assets at beginning of year | 2022-12-31 | $5,381,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,150 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $315,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $315,675 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,617,183 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $253,910 |
Other income not declared elsewhere | 2022-12-31 | $188 |
Administrative expenses (other) incurred | 2022-12-31 | $2,150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $729,407 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,110,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,381,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,047,931 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,329,066 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $14,768 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $7,543 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,429,771 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $111 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $455,386 |
Employer contributions (assets) at end of year | 2022-12-31 | $47,737 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $44,420 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $481,125 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARON & BLETZER PLLC |
Accountancy firm EIN | 2022-12-31 | 043499945 |
2021 : CLEARCOMPANY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,333,764 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $848,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $846,707 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,631,639 |
Value of total assets at end of year | 2021-12-31 | $5,381,029 |
Value of total assets at beginning of year | 2021-12-31 | $3,895,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,662 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $252,804 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $252,804 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $390,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,099,942 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $182,044 |
Other income not declared elsewhere | 2021-12-31 | $8 |
Administrative expenses (other) incurred | 2021-12-31 | $1,662 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,485,395 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,381,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,895,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,329,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,851,840 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $7,543 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,485 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $449,257 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $56 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $349,653 |
Employer contributions (assets) at end of year | 2021-12-31 | $44,420 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $39,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $846,707 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CARON & BLETZER PLLC |
Accountancy firm EIN | 2021-12-31 | 043499945 |
2020 : CLEARCOMPANY 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,787,408 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $103,214 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $102,191 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,167,591 |
Value of total assets at end of year | 2020-12-31 | $3,895,634 |
Value of total assets at beginning of year | 2020-12-31 | $2,211,440 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,023 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $92,661 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $92,661 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $217,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $874,794 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $23,339 |
Administrative expenses (other) incurred | 2020-12-31 | $1,023 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,684,194 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,895,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,211,440 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,851,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,166,439 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,485 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,025 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $527,022 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $134 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $269,458 |
Employer contributions (assets) at end of year | 2020-12-31 | $39,309 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $42,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $102,191 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2020-12-31 | 043499945 |
2019 : CLEARCOMPANY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,405,859 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $126,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $123,733 |
Value of total corrective distributions | 2019-12-31 | $1,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,086,358 |
Value of total assets at end of year | 2019-12-31 | $2,211,440 |
Value of total assets at beginning of year | 2019-12-31 | $932,020 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $715 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $81,847 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $81,847 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $94,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $778,495 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $87,568 |
Administrative expenses (other) incurred | 2019-12-31 | $715 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,279,420 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,211,440 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $932,020 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,166,439 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $931,912 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,025 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $237,637 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $17 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $220,295 |
Employer contributions (assets) at end of year | 2019-12-31 | $42,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $123,733 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CARON & BLETZER, PLLC |
Accountancy firm EIN | 2019-12-31 | 043499945 |