2023 Form 5500 filing — Crystal Equation Corporation 401(K) Retirement 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 20241015200148NAL0017153171001) for Crystal Equation Corporation 401(K) Retirement Plan And Trust, reported by Crystal Equation Corporation under EIN 20-4133968 and plan number 001. It reports 716 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200148NAL0017153171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crystal Equation Corporation
- EIN
- 20-4133968
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 716
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,281,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,281,758
- Employer contributions
- $225,213
- Participant contributions
- $2,460,071
- Total income / additions
- $6,159,199
- Benefits paid
- $2,594,623
- Administrative expenses
- $86,622
- Total expenses
- $2,729,619
- Net increase / (decrease)
- $3,429,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $41,444 | $0 |
| Adp, Inc. | RECORD KEEPER | $40,844 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |