2023 Form 5500 filing — Crowe & Dunlevy, A Professional Corporation, Profit Sharing And Thrift 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 20240717162942NAL0009440162001) for Crowe & Dunlevy, A Professional Corporation, Profit Sharing And Thrift Plan, reported by Crowe & Dunlevy, A Professional Corporation under EIN 73-1055796 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717162942NAL0009440162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crowe & Dunlevy, A Professional Corporation
- EIN
- 73-1055796
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,133,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $173,133,542
- Employer contributions
- $2,545,170
- Participant contributions
- $1,933,855
- Total income / additions
- $25,599,195
- Benefits paid
- $10,925,863
- Administrative expenses
- $86,933
- Total expenses
- $11,012,796
- Net increase / (decrease)
- $14,586,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cayce Weems Dba Weems & Robertson | OTHER | $41,970 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $33,283 | $0 |
| Hogantaylor Llp | AUDITOR | $17,800 | not reported in the loaded dataset |