2023 Form 5500 filing — Cr&R Incorporated Profit Sharing And Employee Savings 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 20241015123200NAL0016392515001) for Cr&R Incorporated Profit Sharing And Employee Savings Plan, reported by Cr&R Incorporated under EIN 95-2316878 and plan number 001. It reports 1,364 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123200NAL0016392515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cr&R Incorporated
- EIN
- 95-2316878
- Plan number
- 001
- Location
- Stanton, CA
- Participants
- 1,364
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,393,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,393,834
- Employer contributions
- $700,703
- Participant contributions
- $2,770,918
- Total income / additions
- $9,298,422
- Benefits paid
- $4,356,501
- Administrative expenses
- $133,699
- Total expenses
- $4,542,879
- Net increase / (decrease)
- $4,755,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $87,963 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $20,013 | not reported in the loaded dataset |
| Wright Ford Young & Co | AUDITOR | $15,750 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $9,973 | not reported in the loaded dataset |