2023 Form 5500 filing — Crm Employee Savings & Investment 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 20240808105855NAL0002675331001) for Crm Employee Savings & Investment Plan, reported by Channeled Resources, Inc. under EIN 36-2983075 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.1MReported net assets$10,139,680
Participants149
Provider compensation$36.2K2 Schedule C row(s)$36,201
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240808105855NAL0002675331001
Plan sponsor
Channeled Resources, Inc.
EIN
36-2983075
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$308.3K
Benefits paid / distributions$272.1K
Contributions
Employer$285.4K
Participant$585.2K
Full reported line items
Total assets (EOY)
$10,139,680
Total liabilities (EOY)
$0
Net assets (EOY)
$10,139,680
Employer contributions
$285,373
Participant contributions
$585,241
Total income / additions
$2,905,051
Benefits paid
$272,064
Administrative expenses
$36,201
Total expenses
$308,265
Net increase / (decrease)
$2,596,786
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $20.6K
  2. 2
    RECORDKEEPER · Direct $15.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808105855NAL0002675331001 cover?
It is the 2023 Form 5500 filing for Crm Employee Savings & Investment Plan, reported by Channeled Resources, Inc. (EIN 36-2983075).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages