Crowley Fleck Pllp Profit Sharing Plan And Trust — Form 5500 plan (Crowley Fleck Pllp)
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, Crowley Fleck Pllp Profit Sharing Plan And Trust is a benefit plan reported by Crowley Fleck Pllp under EIN 81-0122795 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $97,454,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crowley Fleck Pllp
- EIN
- 81-0122795
- Plan number
- 001
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $97,454,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240926121724NAL0000637729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,454,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,454,022
- Net assets (BOY)
- $86,243,353
Income & contributions
- Employer contributions
- $4,539,673
- Participant contributions
- $1,850,582
- Total contributions
- $6,597,095
- Total income / additions
- $20,011,636
Expenses & distributions
- Benefits paid
- $8,632,949
- Administrative expenses
- $168,018
- Total expenses
- $8,800,967
- Net increase / (decrease)
- $11,210,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Interstate Wealth Management | NONE | $108,809 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $45,549 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $13,060 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crowley Fleck Pllp
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Billings, MT
- First Interstate Wealth Management — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation