2023 Form 5500 filing — Crystal Distribution, Inc. 401(K) Savings 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 20241014185544NAL0015440851001) for Crystal Distribution, Inc. 401(K) Savings Plan, reported by Crystal Distribution, Inc. under EIN 41-1781476 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014185544NAL0015440851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crystal Distribution, Inc.
- EIN
- 41-1781476
- Plan number
- 001
- Location
- Elk River, MN
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,769,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,769,740
- Employer contributions
- $372,025
- Participant contributions
- $698,939
- Total income / additions
- $2,314,082
- Benefits paid
- $1,293,488
- Administrative expenses
- $43,171
- Total expenses
- $1,336,659
- Net increase / (decrease)
- $977,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $16,292 | not reported in the loaded dataset |
| Ryan Financial Group LLC | INVESTMENT MANAGER | $11,658 | not reported in the loaded dataset |
| Commonwealth Financial Network | FINANCIAL ADVISOR | $6,862 | not reported in the loaded dataset |
| Matrix Trust Company | DIRECTED TRUSTEE | $9 | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | NONE | $0 | $0 |