2023 Form 5500 filing — James Craft & Son, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626103615NAL0005659123001) for James Craft & Son, Inc. 401(K) Retirement Plan, reported by James Craft & Son, Inc. under EIN 23-1602205 and plan number 002. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626103615NAL0005659123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James Craft & Son, Inc.
- EIN
- 23-1602205
- Plan number
- 002
- Location
- York Haven, PA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,974,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,974,063
- Employer contributions
- $260,570
- Participant contributions
- $747,598
- Total income / additions
- $3,162,895
- Benefits paid
- $559,408
- Administrative expenses
- $14,157
- Total expenses
- $573,565
- Net increase / (decrease)
- $2,589,330
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pennsylvania Pension Planners, Inc. | THIRD-PARTY ADMIN | $0 | $12,548 |