C.R. Onsrud, Inc. — 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, C.R. Onsrud, Inc. (EIN 56-1153184) is a plan sponsor located in Troutman, NC 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
56-1153184
Location
Troutman, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,592,505
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,592,505

Contributions & income

Employer contributions
$406,880
Participant contributions
$662,356
Total income / additions
$3,906,532

Expenses & distributions

Benefits paid / distributions
$916,992
Total expenses
$1,002,129
Net increase / (decrease)
$2,904,403

Coverage

Total reported participants
426
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

C.R. Onsrud, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
C.R. Onsrud, Inc. 401(K) Profit Sharing Plan001243$11,592,5052023
Cr Onsrud Health And Wellness Plan501183not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for C.R. Onsrud, Inc.
YearPlanParticipantsSchedulesFiling
2023Cr Onsrud Health And Wellness Plan18320250219124422NAL0009658002001
2023C.R. Onsrud, Inc. 401(K) Profit Sharing Plan243H, C20250410094100NAL0042459346001

Related Form 5500 pages