Crafton, Tull & Associates, Inc . — 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, Crafton, Tull & Associates, Inc . (EIN 71-0393591) is a plan sponsor located in Rogers, AR with 2 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
71-0393591
Location
Rogers, AR
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$56,452,001
Total reported liabilities (EOY)
$13,476,355
Total reported net assets (EOY)
$42,975,646

Contributions & income

Employer contributions
$1,549,909
Participant contributions
$1,891,973
Total income / additions
$18,083,767

Expenses & distributions

Benefits paid / distributions
$1,267,130
Total expenses
$1,710,417
Net increase / (decrease)
$16,373,350

Coverage

Total reported participants
997
Plans with financial statements
2
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

Crafton, Tull & Associates, Inc . plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Crafton, Tull & Associates, Inc. 401(K) Plan001392$29,963,0962023
Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan002343$26,488,9052023
Crafton, Tull & Associates, Inc. Welfare Benefit Plan501262not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Crafton, Tull & Associates, Inc .
YearPlanParticipantsSchedulesFiling
2023Crafton, Tull & Associates, Inc. 401(K) Plan392H, C20250205084528NAL0009973793001
2023Crafton, Tull & Associates, Inc. Welfare Benefit Plan26220250305123405NAL0017247874001
2023Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan343H20250612090045NAL0016327857001

Related Form 5500 pages