Crisell & Associates — 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, Crisell & Associates (EIN 95-2642922) is a plan sponsor located in Signal Hill, CA 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
95-2642922
Location
Signal Hill, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,146,365
Total reported net assets (EOY)
$4,146,365

Contributions & income

Employer contributions
$88,988
Participant contributions
$60,000
Total income / additions
$1,604,852

Expenses & distributions

Benefits paid / distributions
$209,141
Total expenses
$225,541
Net increase / (decrease)
$1,379,311

Coverage

Total reported participants
5
Plans with financial statements
1
Plans with provider compensation
0

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

Crisell & Associates plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Crisell & Assoc.Prof.Sharing &Salary Def.Plan0015$4,146,3652023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Crisell & Associates
YearPlanParticipantsSchedulesFiling
2023Crisell & Assoc.Prof.Sharing &Salary Def.Plan5I20241015215650NAL0029744625005

Related Form 5500 pages