2023 Form 5500 filing — Cross Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716105813NAL0001682883001) for Cross Retirement Plan, reported by Cross Financial Corporation under EIN 01-0507032 and plan number 002. It reports 1,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716105813NAL0001682883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cross Financial Corporation
- EIN
- 01-0507032
- Plan number
- 002
- Location
- Bangor, ME
- Participants
- 1,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,229,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,229,972
- Employer contributions
- $3,480,053
- Participant contributions
- $8,432,322
- Total income / additions
- $38,484,271
- Benefits paid
- $7,713,776
- Administrative expenses
- $170,474
- Total expenses
- $7,908,166
- Net increase / (decrease)
- $30,576,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $68,786 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $54,899 | $0 |
| Fiducient Advisors LLC | CONSULTANT | $38,789 | not reported in the loaded dataset |
| Berry Dunn Mcneil & Parker, LLC | ACCOUNTANT\ AUDITOR | $8,000 | not reported in the loaded dataset |