2023 Form 5500 filing — Crisell & Assoc.Prof.Sharing &Salary Def.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 20241015215650NAL0029744625005) for Crisell & Assoc.Prof.Sharing &Salary Def.Plan, reported by Crisell & Associates under EIN 95-2642922 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015215650NAL0029744625005
Filing year
2023
Form type
2
Plan sponsor
Crisell & Associates
EIN
95-2642922
Plan number
001
Location
Signal Hill, CA
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,146,365
Net assets (EOY)
$4,146,365
Employer contributions
$88,988
Participant contributions
$60,000
Total income / additions
$1,604,852
Benefits paid
$209,141
Administrative expenses
$16,400
Total expenses
$225,541
Net increase / (decrease)
$1,379,311
Schedule source
Schedule I

Related Form 5500 pages