2023 Form 5500 filing — Cranfill Sumner Llp 401k 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 20240730101635NAL0013270803001) for Cranfill Sumner Llp 401k Plan, reported by Cranfill Sumner Llp under EIN 56-1211481 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730101635NAL0013270803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cranfill Sumner Llp
- EIN
- 56-1211481
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,812,585
- Total liabilities (EOY)
- $51,624
- Net assets (EOY)
- $55,760,961
- Employer contributions
- $770,977
- Participant contributions
- $1,369,671
- Total income / additions
- $9,758,987
- Benefits paid
- $1,935,820
- Administrative expenses
- $67,284
- Total expenses
- $2,003,104
- Net increase / (decrease)
- $7,755,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guardian Wealth Partners Llp | FINANCIAL ADVISOR | $40,100 | not reported in the loaded dataset |
| Mvp Plan Administrators, Inc. | RECORDKEEPER | $27,184 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $0 |