2023 Form 5500 filing — Cramer Production Employee'S 401(K) 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 20240930135926NAL0005760353001) for Cramer Production Employee'S 401(K) Plan, reported by Cramer Production Business Trust under EIN 20-1291865 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930135926NAL0005760353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cramer Production Business Trust
- EIN
- 20-1291865
- Plan number
- 001
- Location
- Norwood, MA
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,492,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,492,713
- Employer contributions
- $252,254
- Participant contributions
- $1,316,190
- Total income / additions
- $6,467,832
- Benefits paid
- $3,315,725
- Administrative expenses
- $38,598
- Total expenses
- $3,354,323
- Net increase / (decrease)
- $3,113,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Waterford Group LLC | ADVISOR | $37,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,098 | $0 |