James Craft & Son, Inc. Employee Benefit 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. Employee Benefit Plan is a benefit plan reported by James Craft & Son, Inc. under EIN 23-1602205 and plan number 501. The latest loaded filing year is 2023. The filing reports 128 participants and $380,046 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
501
Plan type
2
Location
York Haven, PA
Latest filing year
2023
Participants
128
End-of-year plan assets
$380,046

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240725085113NAL0013816593001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$380,046
Total liabilities (EOY)
$120,220
Net assets (EOY)
$259,826
Net assets (BOY)
$465,320

Income & contributions

Employer contributions
$543,967
Participant contributions
$505,839
Total contributions
$1,049,806
Total income / additions
$1,054,123

Expenses & distributions

Benefits paid
$1,177,492
Administrative expenses
$82,125
Total expenses
$1,259,617
Net increase / (decrease)
-$205,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Luminare Health Benefits, Inc.NONE$51,502not reported in the loaded dataset2023
Aetna - AsaNONE$18,963not reported in the loaded dataset2023
Rkl LlpNONE$11,600not reported in the loaded dataset2023

Related Form 5500 pages