2023 Form 5500 filing — James Craft & Son, Inc. Employee Benefit 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 20240725085113NAL0013816593001) for James Craft & Son, Inc. Employee Benefit Plan, reported by James Craft & Son, Inc. under EIN 23-1602205 and plan number 501. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240725085113NAL0013816593001
Filing year
2023
Form type
2
Plan sponsor
James Craft & Son, Inc.
EIN
23-1602205
Plan number
501
Location
York Haven, PA
Participants
128
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$380,046
Total liabilities (EOY)
$120,220
Net assets (EOY)
$259,826
Employer contributions
$543,967
Participant contributions
$505,839
Total income / additions
$1,054,123
Benefits paid
$1,177,492
Administrative expenses
$82,125
Total expenses
$1,259,617
Net increase / (decrease)
-$205,494
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Luminare Health Benefits, Inc.NONE$51,502not reported in the loaded dataset
Aetna - AsaNONE$18,963not reported in the loaded dataset
Rkl LlpNONE$11,600not reported in the loaded dataset

Related Form 5500 pages