Crews Bank & Trust — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crews Bank & Trust (EIN 59-0500870) is a plan sponsor located in Wauchula, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0500870
Location
Wauchula, FL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$36,581,450
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$36,581,450

Contributions & income

Employer contributions
$663,011
Participant contributions
$1,939,905
Total income / additions
$9,052,883

Expenses & distributions

Benefits paid / distributions
$3,640,159
Total expenses
$3,751,276
Net increase / (decrease)
$5,301,607

Coverage

Total reported participants
454
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Crews Bank & Trust plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Crews Banking Retirement Plan001454$36,581,4502023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Crews Bank & Trust
YearPlanParticipantsSchedulesFiling
2023Crews Banking Retirement Plan454H, C20241016072440NAL0017611139001

Related Form 5500 pages