C.R. Daniels, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (C.R. Daniels, 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, C.R. Daniels, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by C.R. Daniels, Inc. under EIN 52-0545440 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $18,354,868 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.R. Daniels, Inc.
EIN
52-0545440
Plan number
002
Plan type
2
Location
Ellicott City, MD
Latest filing year
2023
Participants
185
End-of-year plan assets
$18,354,868

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240726083202NAL0033784338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,354,868
Total liabilities (EOY)
$0
Net assets (EOY)
$18,354,868
Net assets (BOY)
$16,179,242

Income & contributions

Employer contributions
$118,124
Participant contributions
$323,579
Total contributions
$441,703
Total income / additions
$2,968,485

Expenses & distributions

Benefits paid
$779,340
Administrative expenses
$450
Total expenses
$792,859
Net increase / (decrease)
$2,175,626

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$0$48,7662023
Fidelity Investments InstitutionalRECORDKEEPER$450$02023

Related Form 5500 pages