2023 Form 5500 filing — Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust
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 20241010151642NAL0011650883001) for Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust, reported by Crown Equipment Corporation under EIN 34-4412691 and plan number 004. It reports 13,625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151642NAL0011650883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crown Equipment Corporation
- EIN
- 34-4412691
- Plan number
- 004
- Location
- New Bremen, OH
- Participants
- 13,625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,092,307,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,092,307,442
- Employer contributions
- $38,944,406
- Participant contributions
- $66,640,173
- Total income / additions
- $268,371,358
- Benefits paid
- $76,387,671
- Administrative expenses
- $927,386
- Total expenses
- $77,315,057
- Net increase / (decrease)
- $191,056,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $789,585 | $0 |
| Clearstead Advisors, LLC | CONSULTANT | $120,000 | not reported in the loaded dataset |
| Brady, Ware & Schoenfeld, Inc. | ACCOUNTANT | $17,800 | not reported in the loaded dataset |