Cruise & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Cruise & Associates, 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, Cruise & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Cruise & Associates, Inc. under EIN 47-0719555 and plan number 002. The latest loaded filing year is 2023. The filing reports 30 participants and $58,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cruise & Associates, Inc.
- EIN
- 47-0719555
- Plan number
- 002
- Plan type
- 2
- Location
- Columbus, NE
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $58,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20241009154342NAL0033273184001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $58,274
- Net assets (EOY)
- $58,274
- Net assets (BOY)
- $53,613
Income & contributions
- Employer contributions
- $14,100
- Total income / additions
- $9,813
Expenses & distributions
- Benefits paid
- $5,152
- Total expenses
- $5,152
- Net increase / (decrease)
- $4,661
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.