2023 Form 5500 filing — Crown Consulting, Inc. 401(K) 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 20240926111612NAL0000679313001) for Crown Consulting, Inc. 401(K) Profit Sharing Plan, reported by Crown Consulting, Inc. under EIN 52-1541418 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926111612NAL0000679313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crown Consulting, Inc.
- EIN
- 52-1541418
- Plan number
- 001
- Location
- Arlington, VA
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,550,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,550,068
- Employer contributions
- $581,702
- Participant contributions
- $1,575,896
- Total income / additions
- $6,664,308
- Benefits paid
- $2,007,662
- Administrative expenses
- $123,658
- Total expenses
- $2,131,320
- Net increase / (decrease)
- $4,532,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planners & Administrator | CONSULTING | $16,847 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $10,353 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $4,333 | $0 |