2023 Form 5500 filing — Cranial Technologies, Inc. 401(K) 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 20240916133241NAL0002150400001) for Cranial Technologies, Inc. 401(K) Plan, reported by Cranial Technologies, Inc. under EIN 86-0736917 and plan number 001. It reports 785 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)$29.9MReported net assets$29,909,131
Participants785
Provider compensation$52.1K3 Schedule C row(s)$52,125
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916133241NAL0002150400001
Plan sponsor
Cranial Technologies, Inc.
EIN
86-0736917
Plan number
001
Location
Tempe, AZ
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)$29.9M total assets
Net assets$29.9MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$2.8M
Benefits paid / distributions$2.7M
Contributions
Employer$1.7M
Participant$3.3M
Full reported line items
Total assets (EOY)
$29,909,131
Total liabilities (EOY)
$0
Net assets (EOY)
$29,909,131
Employer contributions
$1,650,580
Participant contributions
$3,290,612
Total income / additions
$9,477,316
Benefits paid
$2,729,207
Administrative expenses
$119,063
Total expenses
$2,848,270
Net increase / (decrease)
$6,629,046

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Edward JonesINVESTMENT ADVISOR$40,015$0
John Hancock Life Insurance CompanyRECORDKEEPER$6,775$0
Wilshire Associates Inc (Usa)INVESTMENT ADVISOR$5,335$0

Related Form 5500 pages