Crown Motors, Ltd. 401(K) Plan — Form 5500 plan (Crown Motors 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, Crown Motors, Ltd. 401(K) Plan is a benefit plan reported by Crown Motors Ltd. under EIN 38-1588299 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $15,776,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crown Motors Ltd.
EIN
38-1588299
Plan number
001
Plan type
2
Location
Holland, MI
Latest filing year
2023
Participants
236
End-of-year plan assets
$15,776,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023236H, C20241015110932NAL0028157073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,776,116
Total liabilities (EOY)
$0
Net assets (EOY)
$15,776,116
Net assets (BOY)
$13,338,000

Income & contributions

Employer contributions
$253,900
Participant contributions
$1,251,217
Total contributions
$1,523,035
Total income / additions
$3,945,537

Expenses & distributions

Benefits paid
$1,438,794
Administrative expenses
$68,627
Total expenses
$1,507,421
Net increase / (decrease)
$2,438,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Investment AdvisorsINVESTMENT ADVISOR$52,314not reported in the loaded dataset2023
Milliman, Inc.NONE$16,313not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages