2023 Form 5500 filing — Cromwell Architects Engineers, Inc. 401(K) Profit Sharing 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 20240807162759NAL0006575520001) for Cromwell Architects Engineers, Inc. 401(K) Profit Sharing Plan, reported by Cromwell Architects Engineers, Inc under EIN 71-0349938 and plan number 002. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807162759NAL0006575520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cromwell Architects Engineers, Inc
- EIN
- 71-0349938
- Plan number
- 002
- Location
- Little Rock, AR
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,624,955
- Net assets (EOY)
- $25,624,955
- Employer contributions
- $467,397
- Participant contributions
- $1,101,620
- Total income / additions
- $5,333,628
- Benefits paid
- $1,344,585
- Administrative expenses
- $143,172
- Total expenses
- $1,488,067
- Net increase / (decrease)
- $3,845,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $143,172 | $0 |
| Stephens Inc. | BROKER | $0 | $57,417 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |