2023 Form 5500 filing — John Crane Caribe 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 20240724113534NAL0008104867001) for John Crane Caribe Retirement Plan, reported by John Crane Caribe, Ltd under EIN 66-0362602 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724113534NAL0008104867001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Crane Caribe, Ltd
- EIN
- 66-0362602
- Plan number
- 001
- Location
- San Juan, PR
- Participants
- 2
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $371,342
- Net assets (EOY)
- $371,342
- Employer contributions
- $4,615
- Participant contributions
- $9,232
- Total income / additions
- $27,658
- Administrative expenses
- $6,124
- Total expenses
- $6,124
- Net increase / (decrease)
- $21,534
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower A.I.C.A | RECORDKEEPER | $6,525 | $0 |
| Kovack Securities Inc | BROKER/ADVISOR | $0 | $1,524 |