Plan5500

H.M. Cragg Co. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, H.M. Cragg Co. (EIN 41-0948899) is a plan sponsor located in Edina, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0948899
Location
Edina, MN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for H.M. Cragg Co.

  • 3 loaded plans hold $29.5M in reported assets.
  • The largest, H. M. Cragg Co. Employee Stock Ownership Plan And Trust, holds 65% of this company's reported plan assets.
  • Plans cover 401 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$27.6MSummed across loaded plans$27,642,522
Total reported assets$29.5M$29,457,854
Total reported participants401
Total reported liabilities$1.8M$1,815,332

Reported net position

Reported assets = net assets + liabilities (summed)$29.5M total assets
Net assets$27.6MLiabilities$1.8M
Contributions & income
Employer contributions$1.1M
Participant contributions$871.6K
Total income / additions$8.7M
Expenses & distributions
Benefits paid / distributions$860.3K
Total expenses$955.8K
Net increase / (decrease)$7.8M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets65%H. M. Cragg Co. Employee Stock Ownership Plan And Trust
Participants per plan134Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    H. M. Cragg Co. Employee Stock Ownership Plan And Trust$19.3M
    Plan #002 · 141 participants · 2023
  2. 2
    H.M. Cragg Company 401(K) Profit Sharing Plan$10.2M
    Plan #001 · 156 participants · 2023
  3. 3
    Hm Cragg Health & Welfare Plannot reported in the loaded dataset
    Plan #502 · 104 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for H.M. Cragg Co.. Open one for its full reported snapshot.

  1. 2023
    Hm Cragg Health & Welfare Plan104 participants · 2No schedules
    View filing →
  2. 2023
    H.M. Cragg Company 401(K) Profit Sharing Plan156 participants · 2Sch HSch C
    View filing →
  3. 2023
    H. M. Cragg Co. Employee Stock Ownership Plan And Trust141 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does H.M. Cragg Co. report on Form 5500?
H.M. Cragg Co. (EIN 41-0948899) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for H.M. Cragg Co.?
The Employer Identification Number (EIN) reported for H.M. Cragg Co. is 41-0948899.
What is the latest Form 5500 filing year for H.M. Cragg Co.?
The latest loaded Form 5500 filing year for H.M. Cragg Co. is 2023.

Related Form 5500 pages