Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Brundage Group 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Clarity Healthcare Solutions, LLC ยท Florida ยท Professional & Technical Services

What the 2023 filing shows

Brundage Group 401(k) Savings Plan holds $855K for 193 participants - about $4,432 per participant, up 644.3% over the 2022 plan year.

$855K
total plan assets (2022 EOY)
193
covered participants
$4,432
avg assets per participant
+644.3%
assets growth YoY
Total Assets (2023)
$855K
Participants
193
State
Industry
Professional & Technical Services

What the Filing Says About Brundage Group 401(k) Savings Plan

Brundage Group 401(k) Savings Plan is a Profit Sharing retirement plan sponsored by Clarity Healthcare Solutions, LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $855K in total end-of-year assets and covers 193 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 833333810, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $115K at the beginning of 2022 to $855K at year-end โ€” a gain of 644.3%. Net assets (after liabilities) closed the year at $855K, with reported net income of $740K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$115K
Total Assets (End of Year)$855K
Net Assets (End of Year)$855K
Net Income$740K
Plan TypeProfit Sharing
Employer EIN833333810
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarity Healthcare Solutions, LLC)

Year Plans Participants Total Assets
2022 1 193 $855K
2023 1 230 $2M
2024 1 263 $2M

Nearby Profit Sharing Plans in Florida

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Frequently Asked Questions

How much money is in the Brundage Group 401(k) Savings Plan?
As of the 2022 Form 5500 filing, Brundage Group 401(k) Savings Plan holds $855K in total assets with 193 participants. It is sponsored by Clarity Healthcare Solutions, LLC.
What type of plan is Brundage Group 401(k) Savings Plan?
Brundage Group 401(k) Savings Plan is a Profit Sharing plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 833333810.
Who sponsors the Brundage Group 401(k) Savings Plan?
Brundage Group 401(k) Savings Plan is sponsored by Clarity Healthcare Solutions, LLC, located in Florida. The sponsor's EIN is 833333810 and the plan operates in the Professional & Technical Services industry.
How did Brundage Group 401(k) Savings Plan perform in 2022?
Brundage Group 401(k) Savings Plan grew by 644.3% during 2022, moving from $115K to $855K in total assets. Net income was $740K.
Where can I find official filings for Brundage Group 401(k) Savings Plan?
Official Form 5500 filings for Brundage Group 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 833333810 or plan name at efast.dol.gov.
How does Brundage Group 401(k) Savings Plan compare to other plans?
You can compare Brundage Group 401(k) Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 833333810.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.