2023 Form 5500 filing — Capin Crouse Llp Savings And Investment 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 20241014094948NAL0044047968001) for Capin Crouse Llp Savings And Investment Plan, reported by Capin Crouse Llp under EIN 36-3990892 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014094948NAL0044047968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capin Crouse Llp
- EIN
- 36-3990892
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,190,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,190,942
- Employer contributions
- $613,128
- Participant contributions
- $1,363,541
- Total income / additions
- $5,584,998
- Benefits paid
- $910,677
- Administrative expenses
- $59,104
- Total expenses
- $969,781
- Net increase / (decrease)
- $4,615,217
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $41,081 | $0 |
| Securian Financial Services, Inc. | INVESTMENT ADVISOR | $15,479 | not reported in the loaded dataset |
| Kdp Retirement Plan Services | CONTRACT ADMIN | $1,000 | $10,000 |
| Empower Advisory Group LLC | INVESTMENT MANAGER | $4,065 | not reported in the loaded dataset |