2023 Form 5500 filing — Crossaver Plus 401(K) 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 20260508211620NAL0003165763001) for Crossaver Plus 401(K) Retirement Plan, reported by A.T. Cross Company LLC under EIN 82-3330951 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260508211620NAL0003165763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.T. Cross Company LLC
- EIN
- 82-3330951
- Plan number
- 002
- Location
- Providence, RI
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,906,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,906,600
- Participant contributions
- $131,876
- Total income / additions
- $1,753,158
- Benefits paid
- $2,913,160
- Administrative expenses
- $5,192
- Total expenses
- $2,918,352
- Net increase / (decrease)
- -$1,165,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lockton Financial Advisors, LLC | NONE | $38,603 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,192 | $0 |
| Massmutual Life Insurance Co. | NONE | $2,366 | $0 |
| Reliance Trust Company | NONE | $0 | $325 |
| Mesirow Financial Investment Manage | NONE | $0 | $26 |