2023 Form 5500 filing — Crystal Springs, Inc. 403(B) 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 20240806170929NAL0001546803001) for Crystal Springs, Inc. 403(B) Retirement Plan, reported by Crystal Springs, Inc. under EIN 04-2764196 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.9MReported net assets$2,869,816
Participants409
Provider compensation$26.1K3 Schedule C row(s)$26,071
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240806170929NAL0001546803001
- Plan sponsor
- Crystal Springs, Inc.
- EIN
- 04-2764196
- Plan number
- 001
- Location
- Assonet, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,869,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,869,816
- Employer contributions
- $0
- Participant contributions
- $208,776
- Total income / additions
- $663,469
- Benefits paid
- $56,152
- Administrative expenses
- $0
- Total expenses
- $58,079
- Net increase / (decrease)
- $605,390
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $87 | $15,842 |
| Alpha Pension Group, Inc. | INVESTMENT ADVISOR | $6,984 | not reported in the loaded dataset |
| Crystal Springs, Inc. | PPA/TPA | $1,891 | $1,267 |