Crowne Consulting Group 401(K) — Form 5500 plan (Crowne Consulting Group)
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, Crowne Consulting Group 401(K) is a benefit plan reported by Crowne Consulting Group under EIN 59-3384934 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $7,002,707 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crowne Consulting Group
- EIN
- 59-3384934
- Plan number
- 001
- Plan type
- 2
- Location
- Ocoee, FL
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $7,002,707
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20241004115809NAL0012189489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,002,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,002,707
- Net assets (BOY)
- $5,451,779
Income & contributions
- Employer contributions
- $357,801
- Participant contributions
- $760,727
- Total contributions
- $1,198,091
- Total income / additions
- $2,303,485
Expenses & distributions
- Benefits paid
- $679,113
- Administrative expenses
- $73,444
- Total expenses
- $752,557
- Net increase / (decrease)
- $1,550,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISORY | $46,456 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,988 | $0 | 2023 |