Cleartrust LLC
Plan context: Cleartrust LLC 401(K) Profit Sharing Plan & Trust
EIN 26-4395987 • Lutz, FL • 12 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$576,645
2024 Contributions
$45,124
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $576,645 | $45,124 | $4,512iApproximate average salary by contribution assumption: employee only about $112,810 at 4% or $75,207 at 6%; with 50% employer match about $75,207 at 4% or $50,138 at 6%; with 100% employer match about $56,405 at 4% or $37,603 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $576,645 | $45,124 | $4,512iApproximate average salary by contribution assumption: employee only about $112,810 at 4% or $75,207 at 6%; with 50% employer match about $75,207 at 4% or $50,138 at 6%; with 100% employer match about $56,405 at 4% or $37,603 at 6%. |
| 2023 | 1 | 9 | $475,246 | $103,204 | $11,467iApproximate average salary by contribution assumption: employee only about $286,678 at 4% or $191,119 at 6%; with 50% employer match about $191,119 at 4% or $127,412 at 6%; with 100% employer match about $143,339 at 4% or $95,559 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $475,246 | $103,204 | $11,467iApproximate average salary by contribution assumption: employee only about $286,678 at 4% or $191,119 at 6%; with 50% employer match about $191,119 at 4% or $127,412 at 6%; with 100% employer match about $143,339 at 4% or $95,559 at 6%. |
| 2022 | 1 | 9 | $315,880 | $45,205 | $5,023iApproximate average salary by contribution assumption: employee only about $125,569 at 4% or $83,713 at 6%; with 50% employer match about $83,713 at 4% or $55,809 at 6%; with 100% employer match about $62,785 at 4% or $41,856 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $315,880 | $45,205 | $5,023iApproximate average salary by contribution assumption: employee only about $125,569 at 4% or $83,713 at 6%; with 50% employer match about $83,713 at 4% or $55,809 at 6%; with 100% employer match about $62,785 at 4% or $41,856 at 6%. |
| 2021 | 1 | 6 | $310,723 | $30,980 | $5,163iApproximate average salary by contribution assumption: employee only about $129,083 at 4% or $86,056 at 6%; with 50% employer match about $86,056 at 4% or $57,370 at 6%; with 100% employer match about $64,542 at 4% or $43,028 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $310,723 | $30,980 | $5,163iApproximate average salary by contribution assumption: employee only about $129,083 at 4% or $86,056 at 6%; with 50% employer match about $86,056 at 4% or $57,370 at 6%; with 100% employer match about $64,542 at 4% or $43,028 at 6%. |
| 2020 | 1 | 6 | $238,288 | $25,289 | $4,215iApproximate average salary by contribution assumption: employee only about $105,371 at 4% or $70,247 at 6%; with 50% employer match about $70,247 at 4% or $46,831 at 6%; with 100% employer match about $52,685 at 4% or $35,124 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $238,288 | $25,289 | $4,215iApproximate average salary by contribution assumption: employee only about $105,371 at 4% or $70,247 at 6%; with 50% employer match about $70,247 at 4% or $46,831 at 6%; with 100% employer match about $52,685 at 4% or $35,124 at 6%. |
| 2019 | 1 | 6 | $211,532 | $30,827 | $5,138iApproximate average salary by contribution assumption: employee only about $128,446 at 4% or $85,631 at 6%; with 50% employer match about $85,631 at 4% or $57,087 at 6%; with 100% employer match about $64,223 at 4% or $42,815 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $211,532 | $30,827 | $5,138iApproximate average salary by contribution assumption: employee only about $128,446 at 4% or $85,631 at 6%; with 50% employer match about $85,631 at 4% or $57,087 at 6%; with 100% employer match about $64,223 at 4% or $42,815 at 6%. |
| 2018 | 1 | 6 | $160,300 | $33,963 | $5,661iApproximate average salary by contribution assumption: employee only about $141,513 at 4% or $94,342 at 6%; with 50% employer match about $94,342 at 4% or $62,894 at 6%; with 100% employer match about $70,756 at 4% or $47,171 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $160,300 | $33,963 | $5,661iApproximate average salary by contribution assumption: employee only about $141,513 at 4% or $94,342 at 6%; with 50% employer match about $94,342 at 4% or $62,894 at 6%; with 100% employer match about $70,756 at 4% or $47,171 at 6%. |
| 2017 | 1 | 6 | $135,656 | $38,023 | $6,337iApproximate average salary by contribution assumption: employee only about $158,429 at 4% or $105,619 at 6%; with 50% employer match about $105,619 at 4% or $70,413 at 6%; with 100% employer match about $79,215 at 4% or $52,810 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $135,656 | $38,023 | $6,337iApproximate average salary by contribution assumption: employee only about $158,429 at 4% or $105,619 at 6%; with 50% employer match about $105,619 at 4% or $70,413 at 6%; with 100% employer match about $79,215 at 4% or $52,810 at 6%. |
| 2016 | 1 | 6 | $80,638 | $35,460 | $5,910iApproximate average salary by contribution assumption: employee only about $147,750 at 4% or $98,500 at 6%; with 50% employer match about $98,500 at 4% or $65,667 at 6%; with 100% employer match about $73,875 at 4% or $49,250 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $80,638 | $35,460 | $5,910iApproximate average salary by contribution assumption: employee only about $147,750 at 4% or $98,500 at 6%; with 50% employer match about $98,500 at 4% or $65,667 at 6%; with 100% employer match about $73,875 at 4% or $49,250 at 6%. |
| 2015 | 1 | 5 | $40,738 | $20,537 | $4,107iApproximate average salary by contribution assumption: employee only about $102,685 at 4% or $68,457 at 6%; with 50% employer match about $68,457 at 4% or $45,638 at 6%; with 100% employer match about $51,342 at 4% or $34,228 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 5 | $40,738 | $20,537 | $4,107iApproximate average salary by contribution assumption: employee only about $102,685 at 4% or $68,457 at 6%; with 50% employer match about $68,457 at 4% or $45,638 at 6%; with 100% employer match about $51,342 at 4% or $34,228 at 6%. |
| 2014 | 1 | 3 | $20,581 | $13,157 | $4,386iApproximate average salary by contribution assumption: employee only about $109,642 at 4% or $73,094 at 6%; with 50% employer match about $73,094 at 4% or $48,730 at 6%; with 100% employer match about $54,821 at 4% or $36,547 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $20,581 | $13,157 | $4,386iApproximate average salary by contribution assumption: employee only about $109,642 at 4% or $73,094 at 6%; with 50% employer match about $73,094 at 4% or $48,730 at 6%; with 100% employer match about $54,821 at 4% or $36,547 at 6%. |
| 2013 | 1 | 3 | $6,363 | $6,075 | $2,025iApproximate average salary by contribution assumption: employee only about $50,625 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%. |
| Cleartrust LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $6,363 | $6,075 | $2,025iApproximate average salary by contribution assumption: employee only about $50,625 at 4% or $33,750 at 6%; with 50% employer match about $33,750 at 4% or $22,500 at 6%; with 100% employer match about $25,313 at 4% or $16,875 at 6%. |