2023 Form 5500 filing — C.R. Daniels, Inc. 401(K) And Profit Sharing 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 20240726083202NAL0033784338001) for C.R. Daniels, Inc. 401(K) And Profit Sharing Plan, reported by C.R. Daniels, Inc. under EIN 52-0545440 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726083202NAL0033784338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.R. Daniels, Inc.
- EIN
- 52-0545440
- Plan number
- 002
- Location
- Ellicott City, MD
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,354,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,354,868
- Employer contributions
- $118,124
- Participant contributions
- $323,579
- Total income / additions
- $2,968,485
- Benefits paid
- $779,340
- Administrative expenses
- $450
- Total expenses
- $792,859
- Net increase / (decrease)
- $2,175,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $0 | $48,766 |
| Fidelity Investments Institutional | RECORDKEEPER | $450 | $0 |