2023 Form 5500 filing — Crest Industries, LLC & Affiliated Companies Profit Sharing 401(K) 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 20241014172519NAL0026829697001) for Crest Industries, LLC & Affiliated Companies Profit Sharing 401(K) Plan And Trust, reported by Crest Industries, LLC under EIN 72-0728139 and plan number 002. It reports 1,359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172519NAL0026829697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crest Industries, LLC
- EIN
- 72-0728139
- Plan number
- 002
- Location
- Pineville, LA
- Participants
- 1,359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,221,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,221,964
- Employer contributions
- $1,745,707
- Participant contributions
- $5,625,090
- Total income / additions
- $16,080,022
- Benefits paid
- $4,967,579
- Administrative expenses
- $37,669
- Total expenses
- $5,008,287
- Net increase / (decrease)
- $11,071,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $17,869 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $12,300 | not reported in the loaded dataset |
| 0 | CONSULTANT | $7,500 | not reported in the loaded dataset |