2023 Form 5500 filing — Crews Banking Retirement 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 20241016072440NAL0017611139001) for Crews Banking Retirement Plan, reported by Crews Bank & Trust under EIN 59-0500870 and plan number 001. It reports 454 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016072440NAL0017611139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crews Bank & Trust
- EIN
- 59-0500870
- Plan number
- 001
- Location
- Wauchula, FL
- Participants
- 454
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,581,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,581,450
- Employer contributions
- $663,011
- Participant contributions
- $1,939,905
- Total income / additions
- $9,052,883
- Benefits paid
- $3,640,159
- Administrative expenses
- $100,815
- Total expenses
- $3,751,276
- Net increase / (decrease)
- $5,301,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,012 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $29,188 | not reported in the loaded dataset |
| Walters Financial Services Inc Dba | AUDITOR | $12,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,115 | not reported in the loaded dataset |