2023 Form 5500 filing — Cretex Companies, 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 20241008133503NAL0009735251001) for Cretex Companies, Inc. 401(K) Profit Sharing Plan, reported by Cretex Companies, Inc. under EIN 41-0207645 and plan number 005. It reports 3,289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008133503NAL0009735251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cretex Companies, Inc.
- EIN
- 41-0207645
- Plan number
- 005
- Location
- Elk River, MN
- Participants
- 3,289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,732,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $247,732,849
- Employer contributions
- $17,040,694
- Participant contributions
- $12,287,399
- Total income / additions
- $65,151,919
- Benefits paid
- $20,588,498
- Administrative expenses
- $166,530
- Total expenses
- $20,755,028
- Net increase / (decrease)
- $44,396,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $166,530 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |