Clarity Wealth Group LLC
Plan context: Clarity Wealth Group 401(K) Plan
EIN 92-2557478 • Naples, FL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
46
2025 Assets
$7,864,625
2025 Contributions
$941,742
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 46 | $7,864,625 | $941,742 | $20,473iApproximate average salary by contribution assumption: employee only about $511,816 at 4% or $341,211 at 6%; with 50% employer match about $341,211 at 4% or $227,474 at 6%; with 100% employer match about $255,908 at 4% or $170,605 at 6%. |
| Clarity Wealth Group 401(K) Plan | - | 46 | $7,864,625 | $941,742 | $20,473iApproximate average salary by contribution assumption: employee only about $511,816 at 4% or $341,211 at 6%; with 50% employer match about $341,211 at 4% or $227,474 at 6%; with 100% employer match about $255,908 at 4% or $170,605 at 6%. |
| 2024 | 1 | 42 | $6,870,289 | $804,923 | $19,165iApproximate average salary by contribution assumption: employee only about $479,121 at 4% or $319,414 at 6%; with 50% employer match about $319,414 at 4% or $212,943 at 6%; with 100% employer match about $239,560 at 4% or $159,707 at 6%. |
| Clarity Wealth Group 401(K) Plan | - | 42 | $6,870,289 | $804,923 | $19,165iApproximate average salary by contribution assumption: employee only about $479,121 at 4% or $319,414 at 6%; with 50% employer match about $319,414 at 4% or $212,943 at 6%; with 100% employer match about $239,560 at 4% or $159,707 at 6%. |
| 2023 | 1 | 39 | $5,097,993 | $4,679,830 | $119,996iApproximate average salary by contribution assumption: employee only about $2,999,891 at 4% or $1,999,927 at 6%; with 50% employer match about $1,999,927 at 4% or $1,333,285 at 6%; with 100% employer match about $1,499,946 at 4% or $999,964 at 6%. |
| Clarity Wealth Group 401(K) Plan | - | 39 | $5,097,993 | $4,679,830 | $119,996iApproximate average salary by contribution assumption: employee only about $2,999,891 at 4% or $1,999,927 at 6%; with 50% employer match about $1,999,927 at 4% or $1,333,285 at 6%; with 100% employer match about $1,499,946 at 4% or $999,964 at 6%. |