Cross Retirement Plan — Form 5500 plan (Cross Financial Corporation)
Plain-English plan 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, Cross Retirement Plan is a benefit plan reported by Cross Financial Corporation under EIN 01-0507032 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,276 participants and $121,229,972 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cross Financial Corporation
- EIN
- 01-0507032
- Plan number
- 002
- Plan type
- 2
- Location
- Bangor, ME
- Latest filing year
- 2023
- Participants
- 1,276
- End-of-year plan assets
- $121,229,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,276 | H, C | 20240716105813NAL0001682883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,229,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,229,972
- Net assets (BOY)
- $90,653,867
Income & contributions
- Employer contributions
- $3,480,053
- Participant contributions
- $8,432,322
- Total contributions
- $18,796,875
- Total income / additions
- $38,484,271
Expenses & distributions
- Benefits paid
- $7,713,776
- Administrative expenses
- $170,474
- Total expenses
- $7,908,166
- Net increase / (decrease)
- $30,576,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $68,786 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $54,899 | $0 | 2023 |
| Fiducient Advisors LLC | CONSULTANT | $38,789 | not reported in the loaded dataset | 2023 |
| Berry Dunn Mcneil & Parker, LLC | ACCOUNTANT\ AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cross Financial Corporation
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Bangor, ME
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Berry Dunn Mcneil & Parker, LLC — Schedule C compensation