Civic Intelligence

Clarify Wealth Management Inc.

Plan context: Clarify Wealth Management Inc. Retirement Plan

EIN 45-4275587 • Cincinnati, OH • 13 filings • 1 plans

50 E-business Way, Suite 100Cincinnati, OH 45241
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,071,643

2024 Contributions

$201,851

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,071,643$1,035,822$0201220182023YearValue
$2,071,643Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260201220182023YearValue
12Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$201,851-
Clarify Wealth Management Inc. Retirement Plan-0$0$201,851-
2023112$2,071,643$201,261$16,772iApproximate average salary by contribution assumption: employee only about $419,294 at 4% or $279,529 at 6%; with 50% employer match about $279,529 at 4% or $186,353 at 6%; with 100% employer match about $209,647 at 4% or $139,765 at 6%.
Clarify Wealth Management Inc. Retirement Plan-12$2,071,643$201,261$16,772iApproximate average salary by contribution assumption: employee only about $419,294 at 4% or $279,529 at 6%; with 50% employer match about $279,529 at 4% or $186,353 at 6%; with 100% employer match about $209,647 at 4% or $139,765 at 6%.
2022111$1,754,830$189,122$17,193iApproximate average salary by contribution assumption: employee only about $429,823 at 4% or $286,548 at 6%; with 50% employer match about $286,548 at 4% or $191,032 at 6%; with 100% employer match about $214,911 at 4% or $143,274 at 6%.
Clarify Wealth Management Inc. Retirement Plan-11$1,754,830$189,122$17,193iApproximate average salary by contribution assumption: employee only about $429,823 at 4% or $286,548 at 6%; with 50% employer match about $286,548 at 4% or $191,032 at 6%; with 100% employer match about $214,911 at 4% or $143,274 at 6%.
202119$1,639,963$170,702$18,967iApproximate average salary by contribution assumption: employee only about $474,172 at 4% or $316,115 at 6%; with 50% employer match about $316,115 at 4% or $210,743 at 6%; with 100% employer match about $237,086 at 4% or $158,057 at 6%.
Clarify Wealth Management Inc. Retirement Plan-9$1,639,963$170,702$18,967iApproximate average salary by contribution assumption: employee only about $474,172 at 4% or $316,115 at 6%; with 50% employer match about $316,115 at 4% or $210,743 at 6%; with 100% employer match about $237,086 at 4% or $158,057 at 6%.
202019$1,382,272$159,400$17,711iApproximate average salary by contribution assumption: employee only about $442,778 at 4% or $295,185 at 6%; with 50% employer match about $295,185 at 4% or $196,790 at 6%; with 100% employer match about $221,389 at 4% or $147,593 at 6%.
Clarify Wealth Management Inc. Retirement Plan-9$1,382,272$159,400$17,711iApproximate average salary by contribution assumption: employee only about $442,778 at 4% or $295,185 at 6%; with 50% employer match about $295,185 at 4% or $196,790 at 6%; with 100% employer match about $221,389 at 4% or $147,593 at 6%.
201919$1,136,150$149,668$16,630iApproximate average salary by contribution assumption: employee only about $415,744 at 4% or $277,163 at 6%; with 50% employer match about $277,163 at 4% or $184,775 at 6%; with 100% employer match about $207,872 at 4% or $138,581 at 6%.
Clarify Wealth Management Inc. Retirement Plan-9$1,136,150$149,668$16,630iApproximate average salary by contribution assumption: employee only about $415,744 at 4% or $277,163 at 6%; with 50% employer match about $277,163 at 4% or $184,775 at 6%; with 100% employer match about $207,872 at 4% or $138,581 at 6%.
201819$908,368$143,901$15,989iApproximate average salary by contribution assumption: employee only about $399,725 at 4% or $266,483 at 6%; with 50% employer match about $266,483 at 4% or $177,656 at 6%; with 100% employer match about $199,863 at 4% or $133,242 at 6%.
Clarify Wealth Management Inc. Retirement Plan-9$908,368$143,901$15,989iApproximate average salary by contribution assumption: employee only about $399,725 at 4% or $266,483 at 6%; with 50% employer match about $266,483 at 4% or $177,656 at 6%; with 100% employer match about $199,863 at 4% or $133,242 at 6%.
201718$772,570$122,591$15,324iApproximate average salary by contribution assumption: employee only about $383,097 at 4% or $255,398 at 6%; with 50% employer match about $255,398 at 4% or $170,265 at 6%; with 100% employer match about $191,548 at 4% or $127,699 at 6%.
Clarify Wealth Management Inc. Retirement Plan-8$772,570$122,591$15,324iApproximate average salary by contribution assumption: employee only about $383,097 at 4% or $255,398 at 6%; with 50% employer match about $255,398 at 4% or $170,265 at 6%; with 100% employer match about $191,548 at 4% or $127,699 at 6%.
201617$859,202$100,998$14,428iApproximate average salary by contribution assumption: employee only about $360,707 at 4% or $240,471 at 6%; with 50% employer match about $240,471 at 4% or $160,314 at 6%; with 100% employer match about $180,354 at 4% or $120,236 at 6%.
Clarify Wealth Management Inc. Retirement Plan-7$859,202$100,998$14,428iApproximate average salary by contribution assumption: employee only about $360,707 at 4% or $240,471 at 6%; with 50% employer match about $240,471 at 4% or $160,314 at 6%; with 100% employer match about $180,354 at 4% or $120,236 at 6%.
201516$742,741$123,292$20,549iApproximate average salary by contribution assumption: employee only about $513,717 at 4% or $342,478 at 6%; with 50% employer match about $342,478 at 4% or $228,319 at 6%; with 100% employer match about $256,858 at 4% or $171,239 at 6%.
Clarify Wealth Management Inc. Retirement Plan-6$742,741$123,292$20,549iApproximate average salary by contribution assumption: employee only about $513,717 at 4% or $342,478 at 6%; with 50% employer match about $342,478 at 4% or $228,319 at 6%; with 100% employer match about $256,858 at 4% or $171,239 at 6%.
201416$634,149$86,414$14,402iApproximate average salary by contribution assumption: employee only about $360,058 at 4% or $240,039 at 6%; with 50% employer match about $240,039 at 4% or $160,026 at 6%; with 100% employer match about $180,029 at 4% or $120,019 at 6%.
Clarify Wealth Management Inc. Retirement Plan-6$634,149$86,414$14,402iApproximate average salary by contribution assumption: employee only about $360,058 at 4% or $240,039 at 6%; with 50% employer match about $240,039 at 4% or $160,026 at 6%; with 100% employer match about $180,029 at 4% or $120,019 at 6%.
201316$552,884$71,412$11,902iApproximate average salary by contribution assumption: employee only about $297,550 at 4% or $198,367 at 6%; with 50% employer match about $198,367 at 4% or $132,244 at 6%; with 100% employer match about $148,775 at 4% or $99,183 at 6%.
Clarify Wealth Management Inc. Retirement Plan-6$552,884$71,412$11,902iApproximate average salary by contribution assumption: employee only about $297,550 at 4% or $198,367 at 6%; with 50% employer match about $198,367 at 4% or $132,244 at 6%; with 100% employer match about $148,775 at 4% or $99,183 at 6%.
201215$459,839$461,941$92,388iApproximate average salary by contribution assumption: employee only about $2,309,705 at 4% or $1,539,803 at 6%; with 50% employer match about $1,539,803 at 4% or $1,026,536 at 6%; with 100% employer match about $1,154,853 at 4% or $769,902 at 6%.
Clarify Wealth Management Inc. Retirement Plan-5$459,839$461,941$92,388iApproximate average salary by contribution assumption: employee only about $2,309,705 at 4% or $1,539,803 at 6%; with 50% employer match about $1,539,803 at 4% or $1,026,536 at 6%; with 100% employer match about $1,154,853 at 4% or $769,902 at 6%.