Retirement Income Security Plan-American Crafts, LLC — Form 5500 plan (American Crafts, LLC)

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, Retirement Income Security Plan-American Crafts, LLC is a benefit plan reported by American Crafts, LLC under EIN 87-0573741 and plan number 003. The latest loaded filing year is 2023. The filing reports 374 participants and $8,514,310 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
American Crafts, LLC
EIN
87-0573741
Plan number
003
Plan type
2
Location
Lindon, UT
Latest filing year
2023
Participants
374
End-of-year plan assets
$8,514,310

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20241015150851NAL0058335730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,514,310
Total liabilities (EOY)
$1,189
Net assets (EOY)
$8,513,121
Net assets (BOY)
$7,136,061

Income & contributions

Employer contributions
$320,032
Participant contributions
$692,965
Total contributions
$1,053,475
Total income / additions
$2,397,760

Expenses & distributions

Benefits paid
$961,572
Administrative expenses
$59,128
Total expenses
$1,020,700
Net increase / (decrease)
$1,377,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthequity Retirement Services, LNONE$39,765not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$16,207not reported in the loaded dataset2023
Matrix Trust CompanyNONE$1,661$02023

Related Form 5500 pages