Craneworks, Inc. 401(K) Plan — Form 5500 plan (Craneworks, 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, Craneworks, Inc. 401(K) Plan is a benefit plan reported by Craneworks, Inc. under EIN 63-0947302 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $10,374,165 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Craneworks, Inc.
EIN
63-0947302
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
268
End-of-year plan assets
$10,374,165

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20240927100320NAL0000965235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,374,165
Total liabilities (EOY)
$0
Net assets (EOY)
$10,374,165
Net assets (BOY)
$7,777,509

Income & contributions

Employer contributions
$488,266
Participant contributions
$1,072,300
Total contributions
$1,592,403
Total income / additions
$3,009,443

Expenses & distributions

Benefits paid
$353,034
Administrative expenses
$59,753
Total expenses
$412,787
Net increase / (decrease)
$2,596,656

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Waverly Advisors, LLCRIA$51,003$02023
The Highlands GroupAUDITOR$8,750not reported in the loaded dataset2023

Related Form 5500 pages