2023 Form 5500 filing — Crawford Heating & Cooling, Inc. 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 20241015130023NAL0048018816001) for Crawford Heating & Cooling, Inc. Profit Sharing Plan, reported by Crawford Heating And Cooling, Inc. under EIN 36-2495336 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130023NAL0048018816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crawford Heating And Cooling, Inc.
- EIN
- 36-2495336
- Plan number
- 001
- Location
- Rock Island, IL
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,888,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,888,228
- Employer contributions
- $356,223
- Participant contributions
- $564,849
- Total income / additions
- $2,350,258
- Benefits paid
- $599,085
- Administrative expenses
- $41,332
- Total expenses
- $640,417
- Net increase / (decrease)
- $1,709,841
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $18,101 | $0 |
| Morgan Stanley | INVESTMENT ADVISORY | $11,580 | not reported in the loaded dataset |
| Morgan Stanley Ins Svcs Inc | BROKER/ADVISOR | $0 | $7,555 |
| American Trust Company | CONTRACT ADMIN | $6,486 | not reported in the loaded dataset |