2023 Form 5500 filing — Charles L. Crane Agency Company 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 20241014152927NAL0027714001001) for Charles L. Crane Agency Company 401(K) Plan, reported by Charles L. Crane Agency Company under EIN 43-1394059 and plan number 001. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152927NAL0027714001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Charles L. Crane Agency Company
- EIN
- 43-1394059
- Plan number
- 001
- Location
- Chesterfield, MO
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,370,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,370,660
- Employer contributions
- $1,369,450
- Participant contributions
- $1,848,696
- Total income / additions
- $10,074,907
- Benefits paid
- $3,970,264
- Administrative expenses
- $106,014
- Total expenses
- $4,084,975
- Net increase / (decrease)
- $5,989,932
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Strategies Investment Group | INVESTMENT ADVISOR | $64,435 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,579 | $0 |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $350 | not reported in the loaded dataset |
| Gwfs Equities Inc | OTHER INVESTMENTS | $20 | not reported in the loaded dataset |
| Gwfs Equities Inc | SHAREHOLDER SERVICE FEE | $0 | $0 |