Cromwell Architects Engineers, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cromwell Architects Engineers, 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, Cromwell Architects Engineers, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cromwell Architects Engineers, Inc under EIN 71-0349938 and plan number 002. The latest loaded filing year is 2023. The filing reports 184 participants and $25,624,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cromwell Architects Engineers, Inc
EIN
71-0349938
Plan number
002
Plan type
2
Location
Little Rock, AR
Latest filing year
2023
Participants
184
End-of-year plan assets
$25,624,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20240807162759NAL0006575520001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,624,955
Net assets (EOY)
$25,624,955
Net assets (BOY)
$21,779,394

Income & contributions

Employer contributions
$467,397
Participant contributions
$1,101,620
Total contributions
$1,603,359
Total income / additions
$5,333,628

Expenses & distributions

Benefits paid
$1,344,585
Administrative expenses
$143,172
Total expenses
$1,488,067
Net increase / (decrease)
$3,845,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$143,172$02023
Stephens Inc.BROKER$0$57,4172023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages