Crest Furniture Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Crest Furniture Inc)

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, Crest Furniture Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Crest Furniture Inc under EIN 22-1915989 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $4,925,978 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,925,978
Participants311Covered participants reported
Assets / participant$15.8KComputed: assets ÷ participants$15,839 (computed)
Provider compensation$14.3K1 Schedule C provider row(s)$14,272
Plan sponsor
Crest Furniture Inc
EIN
22-1915989
Plan number
002
Plan type
2
Location
Dayton, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20241018114219NAL0034172289001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$216.3K
Benefits paid / distributions$197.2K
Contributions
Employer$94.2K
Participant$331.2K
Full reported line items

Net assets

Total assets (EOY)
$4,925,978
Total liabilities (EOY)
$0
Net assets (EOY)
$4,925,978
Net assets (BOY)
$3,992,042

Income & contributions

Employer contributions
$94,210
Participant contributions
$331,184
Total contributions
$425,394
Total income / additions
$1,150,187

Expenses & distributions

Benefits paid
$197,203
Administrative expenses
$18,333
Total expenses
$216,251
Net increase / (decrease)
$933,936
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, FennerINVESTMENT ADVISORY PLAN$14,272not reported in the loaded dataset2023

Related Form 5500 pages