Cramer Production Employee'S 401(K) Plan — Form 5500 plan (Cramer Production Business Trust)
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, Cramer Production Employee'S 401(K) Plan is a benefit plan reported by Cramer Production Business Trust under EIN 20-1291865 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $25,492,713 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cramer Production Business Trust
- EIN
- 20-1291865
- Plan number
- 001
- Plan type
- 2
- Location
- Norwood, MA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $25,492,713
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20240930135926NAL0005760353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,492,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,492,713
- Net assets (BOY)
- $22,379,204
Income & contributions
- Employer contributions
- $252,254
- Participant contributions
- $1,316,190
- Total contributions
- $1,841,862
- Total income / additions
- $6,467,832
Expenses & distributions
- Benefits paid
- $3,315,725
- Administrative expenses
- $38,598
- Total expenses
- $3,354,323
- Net increase / (decrease)
- $3,113,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Waterford Group LLC | ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,098 | $0 | 2023 |