2023 Form 5500 filing — Crest Furniture Inc 401(K) Profit Sharing Plan & 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 20241018114219NAL0034172289001) for Crest Furniture Inc 401(K) Profit Sharing Plan & Trust, reported by Crest Furniture Inc under EIN 22-1915989 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.9MReported net assets$4,925,978
Participants311
Provider compensation$14.3K1 Schedule C row(s)$14,272
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241018114219NAL0034172289001
- Plan sponsor
- Crest Furniture Inc
- EIN
- 22-1915989
- Plan number
- 002
- Location
- Dayton, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,925,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,925,978
- Employer contributions
- $94,210
- Participant contributions
- $331,184
- Total income / additions
- $1,150,187
- Benefits paid
- $197,203
- Administrative expenses
- $18,333
- Total expenses
- $216,251
- Net increase / (decrease)
- $933,936
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $14,272 | not reported in the loaded dataset |