Crescent Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Crescent Industries, 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, Crescent Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Crescent Industries, Inc. under EIN 23-1497579 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $9,965,605 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crescent Industries, Inc.
- EIN
- 23-1497579
- Plan number
- 001
- Plan type
- 2
- Location
- New Freedom, PA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $9,965,605
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241014183957NAL0045668960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,965,605
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,965,605
- Net assets (BOY)
- $8,431,662
Income & contributions
- Participant contributions
- $561,662
- Total contributions
- $575,518
- Total income / additions
- $1,843,071
Expenses & distributions
- Benefits paid
- $252,043
- Administrative expenses
- $57,085
- Total expenses
- $309,128
- Net increase / (decrease)
- $1,533,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $31,118 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $25,752 | $0 | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $1,768 | $8,890 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crescent Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in New Freedom, PA
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation