Crews & Associates Inc. 401(K) Plan — Form 5500 plan (Crews & 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, Crews & Associates Inc. 401(K) Plan is a benefit plan reported by Crews & Associates Inc. under EIN 71-0522369 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $42,122,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crews & Associates Inc.
- EIN
- 71-0522369
- Plan number
- 001
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $42,122,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240918150927NAL0004521777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,122,903
- Net assets (EOY)
- $42,122,903
- Net assets (BOY)
- $35,593,165
Income & contributions
- Employer contributions
- $453,561
- Participant contributions
- $1,594,840
- Total contributions
- $2,622,645
- Total income / additions
- $8,541,319
Expenses & distributions
- Benefits paid
- $1,908,876
- Administrative expenses
- $102,705
- Total expenses
- $2,011,581
- Net increase / (decrease)
- $6,529,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Wealth Advisors LLC | NONE | $67,257 | not reported in the loaded dataset | 2023 |
| The Newport Group | NONE | $25,958 | not reported in the loaded dataset | 2023 |
| The Newport Trust Group | NONE | $9,790 | not reported in the loaded dataset | 2023 |