401k Plan data: CLEARWATER INDUSTRIES, INC. 401(K) PLAN plan

CLEARWATER INDUSTRIES, INC. 401(K) PLAN 401k Plan overview

Plan Name	CLEARWATER INDUSTRIES, INC. 401(K) PLAN
Plan identification number	001

CLEARWATER INDUSTRIES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLEARWATER INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLEARWATER INDUSTRIES, INC.

Employer identification number (EIN): 301194706

NAIC Classification: 238900

Additional information about CLEARWATER INDUSTRIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2019-03-29

Company Identification Number: P19000028602

Legal Registered Office Address: 1318 SE 6TH AVE

CAPE CORAL

33990

More information about CLEARWATER INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEARWATER INDUSTRIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-03-30

Plan Statistics for CLEARWATER INDUSTRIES, INC. 401(K) PLAN

401k plan membership statisitcs for CLEARWATER INDUSTRIES, INC. 401(K) PLAN

Measure Date Value
2022: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-03-30 0
Total number of active participants reported on line 7a of the Form 5500 2019-03-30 1
Number of retired or separated participants receiving benefits 2019-03-30 0
Number of other retired or separated participants entitled to future benefits 2019-03-30 0
Total of all active and inactive participants 2019-03-30 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-30 0
Total participants 2019-03-30 1
Number of participants with account balances 2019-03-30 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-30 0

Measure	Date	Value
2022: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-03-30	0
Total number of active participants reported on line 7a of the Form 5500	2019-03-30	1
Number of retired or separated participants receiving benefits	2019-03-30	0
Number of other retired or separated participants entitled to future benefits	2019-03-30	0
Total of all active and inactive participants	2019-03-30	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-30	0
Total participants	2019-03-30	1
Number of participants with account balances	2019-03-30	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-30	0

Financial Data on CLEARWATER INDUSTRIES, INC. 401(K) PLAN

Measure	Date	Value
2022 : CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$257,668
Expenses. Total of all expenses incurred	2022-12-31	$880
Benefits paid (including direct rollovers)	2022-12-31	$880
Total plan assets at end of year	2022-12-31	$530,542
Total plan assets at beginning of year	2022-12-31	$273,754
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$35,382
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$222,286
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$256,788
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$530,542
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$273,754
Assets. Value of employer securities	2022-12-31	$492,077
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$81,575
Expenses. Total of all expenses incurred	2021-12-31	$1,000
Benefits paid (including direct rollovers)	2021-12-31	$1,000
Total plan assets at end of year	2021-12-31	$280,114
Total plan assets at beginning of year	2021-12-31	$199,539
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$7,506
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$67,709
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$80,575
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$280,114
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$199,539
Assets. Value of employer securities	2021-12-31	$267,199
Total contributions received or receivable from employer(s)	2021-12-31	$6,360
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$23,829
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$199,538
Total plan assets at beginning of year	2020-12-31	$175,709
Value of fidelity bond covering the plan	2020-12-31	$250,000
Other income received	2020-12-31	$23,829
Net income (gross income less expenses)	2020-12-31	$23,829
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$199,538
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$175,709
Assets. Value of employer securities	2020-12-31	$199,538
2019 : CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$175,709
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$175,709
Total plan assets at beginning of year	2019-12-31	$0
Value of fidelity bond covering the plan	2019-12-31	$250,000
Contributions received from other sources (not participants or employers)	2019-12-31	$245,937
Other income received	2019-12-31	$-70,228
Net income (gross income less expenses)	2019-12-31	$175,709
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$175,709
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Assets. Value of employer securities	2019-12-31	$175,709

Form 5500 Responses for CLEARWATER INDUSTRIES, INC. 401(K) PLAN

2022: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CLEARWATER INDUSTRIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-03-30	Type of plan entity	Single employer plan
2019-03-30	First time form 5500 has been submitted	Yes
2019-03-30	Submission has been amended	No
2019-03-30	This submission is the final filing	No
2019-03-30	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-03-30	Plan is a collectively bargained plan	No
2019-03-30	Plan funding arrangement – Trust	Yes
2019-03-30	Plan benefit arrangement - Trust	Yes

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Company Name:	CLEARWATER INDUSTRIES, INC.
Employer identification number (EIN):	301194706
NAIC Classification:	238900

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2019-03-29
Company Identification Number:	P19000028602
Legal Registered Office Address:	1318 SE 6TH AVE CAPE CORAL 33990