2023 Form 5500 filing — Cruz Associates, Inc. 401(K) 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 20250930175551NAL0012559953001) for Cruz Associates, Inc. 401(K) Profit Sharing Plan, reported by Cruz Associates, Inc. under EIN 54-1768442 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250930175551NAL0012559953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cruz Associates, Inc.
- EIN
- 54-1768442
- Plan number
- 001
- Location
- Yorktown, VA
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,311,684
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,311,684
- Employer contributions
- $1,173,782
- Participant contributions
- $1,633,552
- Total income / additions
- $6,956,983
- Benefits paid
- $1,877,854
- Administrative expenses
- $3,132
- Total expenses
- $1,882,017
- Net increase / (decrease)
- $5,074,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo Usa, Llp | THIRD PARTY ADMIN | $0 | $10,885 |
| Empower Annity Insurance Company Of | SERVICE PROVIDER | $3,132 | $0 |