2023 Form 5500 filing — Jennifer K. Cruseturner, Chapter 13 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 20250512143227NAL0012738851001) for Jennifer K. Cruseturner, Chapter 13 Retirement Plan, reported by Jennifer K. Cruseturner, Chapter 13 Trustee under EIN 92-3070909 and plan number 002. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9MReported net assets$8,953,656
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250512143227NAL0012738851001
Plan sponsor
Jennifer K. Cruseturner, Chapter 13 Trustee
EIN
92-3070909
Plan number
002
Location
Memphis, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$531.8K
Benefits paid / distributions$493.7K
Contributions
Employer$176.7K
Participant$77.4K
Full reported line items
Total assets (EOY)
$8,953,656
Total liabilities (EOY)
$0
Net assets (EOY)
$8,953,656
Employer contributions
$176,670
Participant contributions
$77,446
Total income / additions
$1,925,637
Benefits paid
$493,706
Administrative expenses
$38,069
Total expenses
$531,775
Net increase / (decrease)
$1,393,862

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250512143227NAL0012738851001 cover?
It is the 2023 Form 5500 filing for Jennifer K. Cruseturner, Chapter 13 Retirement Plan, reported by Jennifer K. Cruseturner, Chapter 13 Trustee (EIN 92-3070909).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages