2023 Form 5500 filing — Cri Profit Sharing 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 20241007120933NAL0007555283001) for Cri Profit Sharing 401k Plan, reported by Cri Advantage, Inc. under EIN 82-0424286 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007120933NAL0007555283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cri Advantage, Inc.
- EIN
- 82-0424286
- Plan number
- 001
- Location
- Boise, ID
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,315,205
- Total liabilities (EOY)
- $369
- Net assets (EOY)
- $3,314,836
- Employer contributions
- $151,343
- Participant contributions
- $383,529
- Total income / additions
- $1,326,344
- Benefits paid
- $1,215,412
- Administrative expenses
- $31,276
- Total expenses
- $1,252,931
- Net increase / (decrease)
- $73,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Asset Consulting Group, Inc. | INVESTMENT ADVISOR | $12,664 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $10,510 | $0 |
| Pinnacle Pension Services, Inc. | CONTRACT ADMIN | $9,312 | not reported in the loaded dataset |