2023 Form 5500 filing — The Cramer-Krasselt Profit Sharing/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 20241003103929NAL0005656579004) for The Cramer-Krasselt Profit Sharing/401(K) Plan, reported by Cramer-Krasselt Co. under EIN 39-0227400 and plan number 002. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003103929NAL0005656579004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cramer-Krasselt Co.
- EIN
- 39-0227400
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,819,675
- Net assets (EOY)
- $84,819,675
- Employer contributions
- $625,383
- Participant contributions
- $1,978,351
- Total income / additions
- $15,968,437
- Benefits paid
- $6,937,878
- Administrative expenses
- $115,158
- Total expenses
- $7,053,036
- Net increase / (decrease)
- $8,915,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $57,983 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $48,502 | not reported in the loaded dataset |
| Signature Investment Advisors | NONE | $7,992 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $807 | $0 |