2023 Form 5500 filing — C. R. England, Inc. Profit Sharing
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 20240930162128NAL0005781153001) for C. R. England, Inc. Profit Sharing, reported by C.R. England, Inc. under EIN 87-0257969 and plan number 003. It reports 7,537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930162128NAL0005781153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.R. England, Inc.
- EIN
- 87-0257969
- Plan number
- 003
- Location
- Salt Lake City, UT
- Participants
- 7,537
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,707,228
- Total liabilities (EOY)
- $90,802
- Net assets (EOY)
- $104,616,426
- Employer contributions
- $1,734,425
- Participant contributions
- $13,611,421
- Total income / additions
- $34,572,038
- Benefits paid
- $13,364,529
- Administrative expenses
- $277,462
- Total expenses
- $14,265,358
- Net increase / (decrease)
- $20,306,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $182,073 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $60,459 | not reported in the loaded dataset |
| Soltis Investment Advisors LLC | ADVISOR | $34,908 | not reported in the loaded dataset |