2023 Form 5500 filing — Crete Mechanical Group, Inc. 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 20250303111954NAL0003306099001) for Crete Mechanical Group, Inc. 401(K) Plan, reported by Crete Mechanical Group, Inc. under EIN 85-3064334 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303111954NAL0003306099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crete Mechanical Group, Inc.
- EIN
- 85-3064334
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,468,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,468,332
- Employer contributions
- $2,068,601
- Participant contributions
- $3,464,616
- Total income / additions
- $12,962,530
- Benefits paid
- $5,924,782
- Administrative expenses
- $91,676
- Total expenses
- $6,129,518
- Net increase / (decrease)
- $6,833,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $81,570 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,702 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $2,000 | $0 |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $200 | not reported in the loaded dataset |
| Gwfs Equities Inc | SHAREHOLDER SERVICING | $0 | $0 |