2023 Form 5500 filing — Crowley Fleck Pllp Profit Sharing Plan And Trust
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 20240926121724NAL0000637729001) for Crowley Fleck Pllp Profit Sharing Plan And Trust, reported by Crowley Fleck Pllp under EIN 81-0122795 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926121724NAL0000637729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crowley Fleck Pllp
- EIN
- 81-0122795
- Plan number
- 001
- Location
- Billings, MT
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,454,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,454,022
- Employer contributions
- $4,539,673
- Participant contributions
- $1,850,582
- Total income / additions
- $20,011,636
- Benefits paid
- $8,632,949
- Administrative expenses
- $168,018
- Total expenses
- $8,800,967
- Net increase / (decrease)
- $11,210,669
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Interstate Wealth Management | NONE | $108,809 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $45,549 | $0 |
| Empower Advisory Group, LLC | NONE | $13,060 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $600 | not reported in the loaded dataset |