James Craft & Son, Inc. 401(K) Retirement Plan — Form 5500 plan (James Craft & Son, 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, James Craft & Son, Inc. 401(K) Retirement Plan is a benefit plan reported by James Craft & Son, Inc. under EIN 23-1602205 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $15,974,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James Craft & Son, Inc.
EIN
23-1602205
Plan number
002
Plan type
2
Location
York Haven, PA
Latest filing year
2023
Participants
158
End-of-year plan assets
$15,974,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240626103615NAL0005659123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,974,063
Total liabilities (EOY)
$0
Net assets (EOY)
$15,974,063
Net assets (BOY)
$13,384,733

Income & contributions

Employer contributions
$260,570
Participant contributions
$747,598
Total contributions
$1,008,168
Total income / additions
$3,162,895

Expenses & distributions

Benefits paid
$559,408
Administrative expenses
$14,157
Total expenses
$573,565
Net increase / (decrease)
$2,589,330

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pennsylvania Pension Planners, Inc.THIRD-PARTY ADMIN$0$12,5482023

Related Form 5500 pages