Capin Crouse Llp Savings And Investment Plan — Form 5500 plan (Capin Crouse Llp)
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, Capin Crouse Llp Savings And Investment Plan is a benefit plan reported by Capin Crouse Llp under EIN 36-3990892 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $21,190,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capin Crouse Llp
- EIN
- 36-3990892
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $21,190,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241014094948NAL0044047968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,190,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,190,942
- Net assets (BOY)
- $16,575,725
Income & contributions
- Employer contributions
- $613,128
- Participant contributions
- $1,363,541
- Total contributions
- $2,180,430
- Total income / additions
- $5,584,998
Expenses & distributions
- Benefits paid
- $910,677
- Administrative expenses
- $59,104
- Total expenses
- $969,781
- Net increase / (decrease)
- $4,615,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $41,081 | $0 | 2023 |
| Securian Financial Services, Inc. | INVESTMENT ADVISOR | $15,479 | not reported in the loaded dataset | 2023 |
| Kdp Retirement Plan Services | CONTRACT ADMIN | $1,000 | $10,000 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGER | $4,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capin Crouse Llp
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Securian Financial Services, Inc. — Schedule C compensation
- Kdp Retirement Plan Services — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation