2023 Form 5500 filing — Crossway 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 20241015164045NAL0029139697001) for Crossway 401(K) Plan, reported by Cassena Care, LLC under EIN 27-3296874 and plan number 001. It reports 3,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164045NAL0029139697001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Cassena Care, LLC
- EIN
- 27-3296874
- Plan number
- 001
- Location
- Woodbury, NY
- Participants
- 3,249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,170,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,170,007
- Employer contributions
- $2,598,991
- Participant contributions
- $6,152,798
- Total income / additions
- $21,116,621
- Benefits paid
- $6,727,916
- Administrative expenses
- $315,037
- Total expenses
- $7,332,986
- Net increase / (decrease)
- $13,783,635
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $193,989 | $0 |
| Hmm, Cpas Llp | AUDITOR | $17,500 | not reported in the loaded dataset |
| Cassena Care LLC | PLAN ADMINISTRATOR | $7,000 | not reported in the loaded dataset |