Civic Intelligence

Clearfork Wealth Management LLC

Plan context: Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust

EIN 46-1374003 • 8 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$2,693,028

2025 Contributions

$209,121

Historical Graphs

Total Assets Over Time

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

$2,693,028$1,346,514$0201820222025YearValue
$2,693,028Latest year 2025

Participants Over Time

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

1790201820222025YearValue
17Latest year 2025

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
2025117$2,693,028$209,121$12,301iApproximate average salary by contribution assumption: employee only about $307,531 at 4% or $205,021 at 6%; with 50% employer match about $205,021 at 4% or $136,680 at 6%; with 100% employer match about $153,765 at 4% or $102,510 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-17$2,693,028$209,121$12,301iApproximate average salary by contribution assumption: employee only about $307,531 at 4% or $205,021 at 6%; with 50% employer match about $205,021 at 4% or $136,680 at 6%; with 100% employer match about $153,765 at 4% or $102,510 at 6%.
2024116$2,179,779$142,472$8,905iApproximate average salary by contribution assumption: employee only about $222,613 at 4% or $148,408 at 6%; with 50% employer match about $148,408 at 4% or $98,939 at 6%; with 100% employer match about $111,306 at 4% or $74,204 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-16$2,179,779$142,472$8,905iApproximate average salary by contribution assumption: employee only about $222,613 at 4% or $148,408 at 6%; with 50% employer match about $148,408 at 4% or $98,939 at 6%; with 100% employer match about $111,306 at 4% or $74,204 at 6%.
2023112$1,995,488$173,441$14,453iApproximate average salary by contribution assumption: employee only about $361,335 at 4% or $240,890 at 6%; with 50% employer match about $240,890 at 4% or $160,594 at 6%; with 100% employer match about $180,668 at 4% or $120,445 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-12$1,995,488$173,441$14,453iApproximate average salary by contribution assumption: employee only about $361,335 at 4% or $240,890 at 6%; with 50% employer match about $240,890 at 4% or $160,594 at 6%; with 100% employer match about $180,668 at 4% or $120,445 at 6%.
2022113$1,555,975$178,441$13,726iApproximate average salary by contribution assumption: employee only about $343,156 at 4% or $228,771 at 6%; with 50% employer match about $228,771 at 4% or $152,514 at 6%; with 100% employer match about $171,578 at 4% or $114,385 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-13$1,555,975$178,441$13,726iApproximate average salary by contribution assumption: employee only about $343,156 at 4% or $228,771 at 6%; with 50% employer match about $228,771 at 4% or $152,514 at 6%; with 100% employer match about $171,578 at 4% or $114,385 at 6%.
2021116$1,758,589$212,376$13,274iApproximate average salary by contribution assumption: employee only about $331,838 at 4% or $221,225 at 6%; with 50% employer match about $221,225 at 4% or $147,483 at 6%; with 100% employer match about $165,919 at 4% or $110,613 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-16$1,758,589$212,376$13,274iApproximate average salary by contribution assumption: employee only about $331,838 at 4% or $221,225 at 6%; with 50% employer match about $221,225 at 4% or $147,483 at 6%; with 100% employer match about $165,919 at 4% or $110,613 at 6%.
2020115$1,284,638$145,915$9,728iApproximate average salary by contribution assumption: employee only about $243,192 at 4% or $162,128 at 6%; with 50% employer match about $162,128 at 4% or $108,085 at 6%; with 100% employer match about $121,596 at 4% or $81,064 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-15$1,284,638$145,915$9,728iApproximate average salary by contribution assumption: employee only about $243,192 at 4% or $162,128 at 6%; with 50% employer match about $162,128 at 4% or $108,085 at 6%; with 100% employer match about $121,596 at 4% or $81,064 at 6%.
2019116$936,907$126,185$7,887iApproximate average salary by contribution assumption: employee only about $197,164 at 4% or $131,443 at 6%; with 50% employer match about $131,443 at 4% or $87,628 at 6%; with 100% employer match about $98,582 at 4% or $65,721 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-16$936,907$126,185$7,887iApproximate average salary by contribution assumption: employee only about $197,164 at 4% or $131,443 at 6%; with 50% employer match about $131,443 at 4% or $87,628 at 6%; with 100% employer match about $98,582 at 4% or $65,721 at 6%.
2018112$651,167$103,592$8,633iApproximate average salary by contribution assumption: employee only about $215,817 at 4% or $143,878 at 6%; with 50% employer match about $143,878 at 4% or $95,919 at 6%; with 100% employer match about $107,908 at 4% or $71,939 at 6%.
Clearfork Wealth Management LLC 401(K) Profit Sharing Plan and Trust-12$651,167$103,592$8,633iApproximate average salary by contribution assumption: employee only about $215,817 at 4% or $143,878 at 6%; with 50% employer match about $143,878 at 4% or $95,919 at 6%; with 100% employer match about $107,908 at 4% or $71,939 at 6%.