2023 Form 5500 filing — James Avery Craftsman, Inc. Employee 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 20241009095100NAL0009083203001) for James Avery Craftsman, Inc. Employee 401(K) Plan, reported by James Avery Craftsman, Inc. under EIN 74-1535732 and plan number 002. It reports 2,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009095100NAL0009083203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- James Avery Craftsman, Inc.
- EIN
- 74-1535732
- Plan number
- 002
- Location
- Kerrville, TX
- Participants
- 2,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,818,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,818,864
- Employer contributions
- $7,232,565
- Participant contributions
- $7,953,045
- Total income / additions
- $33,539,310
- Benefits paid
- $9,520,325
- Administrative expenses
- $40,875
- Total expenses
- $9,563,163
- Net increase / (decrease)
- $23,976,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,875 | $0 |