2023 Form 5500 filing — Crowne Consulting Group 401(K)
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 20241004115809NAL0012189489001) for Crowne Consulting Group 401(K), reported by Crowne Consulting Group under EIN 59-3384934 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004115809NAL0012189489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crowne Consulting Group
- EIN
- 59-3384934
- Plan number
- 001
- Location
- Ocoee, FL
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,002,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,002,707
- Employer contributions
- $357,801
- Participant contributions
- $760,727
- Total income / additions
- $2,303,485
- Benefits paid
- $679,113
- Administrative expenses
- $73,444
- Total expenses
- $752,557
- Net increase / (decrease)
- $1,550,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISORY | $46,456 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,988 | $0 |