2023 Form 5500 filing — Cramer & Associates, Inc. Employee Stock Ownership 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 20241007081005NAL0031232770001) for Cramer & Associates, Inc. Employee Stock Ownership Plan, reported by Cramer & Associates, Inc. under EIN 42-1102408 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081005NAL0031232770001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cramer & Associates, Inc.
- EIN
- 42-1102408
- Plan number
- 001
- Location
- Grimes, IA
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,244,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,244,500
- Employer contributions
- $720,000
- Total income / additions
- $4,333,655
- Benefits paid
- $1,200,801
- Administrative expenses
- $234,091
- Total expenses
- $1,434,892
- Net increase / (decrease)
- $2,898,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc Trust Company | TRUSTEE | $50,980 | not reported in the loaded dataset |
| Hdh Advisors | APPRAISALS | $20,550 | not reported in the loaded dataset |
| Blue Ridge Topco, LLC | THIRD PARTY ADMIN | $16,880 | not reported in the loaded dataset |
| Rsm Us, Llp | AUDITOR | $16,500 | not reported in the loaded dataset |
| Newport Group | N/A | $4,045 | not reported in the loaded dataset |
| Nyemaster Good P.C. | LEGAL | $3,588 | not reported in the loaded dataset |