2023 Form 5500 filing — Evans Enterprises 401k 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 20240912163952NAL0008834353001) for Evans Enterprises 401k Plan, reported by C.R.I.C. Ltd. under EIN 42-1105676 and plan number 001. It reports 178 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)$6.5MReported net assets$6,494,497
Participants178
Provider compensation$65K3 Schedule C row(s)$65,003
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912163952NAL0008834353001
- Plan sponsor
- C.R.I.C. Ltd.
- EIN
- 42-1105676
- Plan number
- 001
- Location
- Hiawatha, IA
- Received date
- not reported in the loaded dataset
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,494,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,494,497
- Employer contributions
- $36,016
- Participant contributions
- $408,247
- Total income / additions
- $1,396,761
- Benefits paid
- $210,678
- Administrative expenses
- $44,727
- Total expenses
- $255,405
- Net increase / (decrease)
- $1,141,356
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,727 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $20,276 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |