2023 Form 5500 filing — Crown Technical Systems 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 20241008080743NAL0016311649001) for Crown Technical Systems 401(K) Plan, reported by Crown Technical Systems under EIN 33-0775810 and plan number 002. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008080743NAL0016311649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crown Technical Systems
- EIN
- 33-0775810
- Plan number
- 002
- Location
- Fontana, CA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,065,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,065,409
- Employer contributions
- $84,997
- Participant contributions
- $442,852
- Total income / additions
- $1,400,025
- Benefits paid
- $746,985
- Administrative expenses
- $3,553
- Total expenses
- $756,347
- Net increase / (decrease)
- $643,678
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | ADVISOR | not reported in the loaded dataset | $3,714 |
| Morgan Stanley Smith Barney LLC | ADVISOR | not reported in the loaded dataset | $3,348 |
| Qualified Services Inc Dba Hicks Pe | TPA | $0 | $2,706 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | not reported in the loaded dataset | $0 |