Crisell & Assoc.Prof.Sharing &Salary Def.Plan — Form 5500 plan (Crisell & Associates)
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, Crisell & Assoc.Prof.Sharing &Salary Def.Plan is a benefit plan reported by Crisell & Associates under EIN 95-2642922 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $4,146,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crisell & Associates
- EIN
- 95-2642922
- Plan number
- 001
- Plan type
- 2
- Location
- Signal Hill, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $4,146,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241015215650NAL0029744625005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,146,365
- Net assets (EOY)
- $4,146,365
- Net assets (BOY)
- $2,767,054
Income & contributions
- Employer contributions
- $88,988
- Participant contributions
- $60,000
- Total income / additions
- $1,604,852
Expenses & distributions
- Benefits paid
- $209,141
- Administrative expenses
- $16,400
- Total expenses
- $225,541
- Net increase / (decrease)
- $1,379,311
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.