Evans Enterprises 401k Plan — Form 5500 plan (C.R.I.C. 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, Evans Enterprises 401k Plan is a benefit plan reported by C.R.I.C. Ltd. under EIN 42-1105676 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $6,494,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.R.I.C. Ltd.
- EIN
- 42-1105676
- Plan number
- 001
- Plan type
- 2
- Location
- Hiawatha, IA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $6,494,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20240912163952NAL0008834353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,494,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,494,497
- Net assets (BOY)
- $5,353,141
Income & contributions
- Employer contributions
- $36,016
- Participant contributions
- $408,247
- Total contributions
- $447,145
- Total income / additions
- $1,396,761
Expenses & distributions
- Benefits paid
- $210,678
- Administrative expenses
- $44,727
- Total expenses
- $255,405
- Net increase / (decrease)
- $1,141,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,727 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $20,276 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |