Crafton, Tull & Associates, Inc. 401(K) Plan — Form 5500 plan (Crafton, Tull & 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, Crafton, Tull & Associates, Inc. 401(K) Plan is a benefit plan reported by Crafton, Tull & Associates, Inc . under EIN 71-0393591 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $29,963,096 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crafton, Tull & Associates, Inc .
EIN
71-0393591
Plan number
001
Plan type
2
Location
Rogers, AR
Latest filing year
2023
Participants
392
End-of-year plan assets
$29,963,096

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20250205084528NAL0009973793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,963,096
Total liabilities (EOY)
$961
Net assets (EOY)
$29,962,135
Net assets (BOY)
$24,343,035

Income & contributions

Employer contributions
$515,937
Participant contributions
$1,891,973
Total contributions
$2,423,196
Total income / additions
$6,978,777

Expenses & distributions

Benefits paid
$1,240,417
Administrative expenses
$111,288
Total expenses
$1,359,677
Net increase / (decrease)
$5,619,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCADVISOR$58,504not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$52,784$02023

Related Form 5500 pages