Crystal Springs, Inc. 403(B) Retirement Plan — Form 5500 plan (Crystal Springs, Inc.)
Plain-English plan 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, Crystal Springs, Inc. 403(B) Retirement Plan is a benefit plan reported by Crystal Springs, Inc. under EIN 04-2764196 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $2,869,816 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.9MPlan net assets, end of year$2,869,816
Participants409Covered participants reported
Assets / participant$7KComputed: assets ÷ participants$7,017 (computed)
Provider compensation$26.1K3 Schedule C provider row(s)$26,071
- Plan sponsor
- Crystal Springs, Inc.
- EIN
- 04-2764196
- Plan number
- 001
- Plan type
- 2
- Location
- Assonet, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20240806170929NAL0001546803001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,869,816
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,869,816
- Net assets (BOY)
- $2,264,426
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $208,776
- Total contributions
- $213,997
- Total income / additions
- $663,469
Expenses & distributions
- Benefits paid
- $56,152
- Administrative expenses
- $0
- Total expenses
- $58,079
- Net increase / (decrease)
- $605,390
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $87 | $15,842 | 2023 |
| Alpha Pension Group, Inc. | INVESTMENT ADVISOR | $6,984 | not reported in the loaded dataset | 2023 |
| Crystal Springs, Inc. | PPA/TPA | $1,891 | $1,267 | 2023 |