Crawford Hoying 401(K) Plan — Form 5500 plan (Crawford Hoying, Ltd.)

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, Crawford Hoying 401(K) Plan is a benefit plan reported by Crawford Hoying, Ltd. under EIN 32-0024639 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $5,253,209 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,253,209
Participants169Covered participants reported
Assets / participant$31.1KComputed: assets ÷ participants$31,084 (computed)
Provider compensation$37.9K3 Schedule C provider row(s)$37,887
Plan sponsor
Crawford Hoying, Ltd.
EIN
32-0024639
Plan number
002
Plan type
2
Location
Dublin, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241010093358NAL0011337203001
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$698.1K
Benefits paid / distributions$659.9K
Contributions
Employer$405.4K
Participant$765.5K
Full reported line items

Net assets

Total assets (EOY)
$5,253,209
Total liabilities (EOY)
$0
Net assets (EOY)
$5,253,209
Net assets (BOY)
$3,990,150

Income & contributions

Employer contributions
$405,416
Participant contributions
$765,508
Total contributions
$1,218,792
Total income / additions
$1,961,145

Expenses & distributions

Benefits paid
$659,916
Administrative expenses
$37,887
Total expenses
$698,086
Net increase / (decrease)
$1,263,059
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 35%Participant 65%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$21,407$02023
Everhart Financial Group, IncINVESTMENT/FINANCIAL ADVI$16,480$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages