Crystal Equation Corporation 401(K) Retirement Plan And Trust — Form 5500 plan (Crystal Equation Corporation)
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 Equation Corporation 401(K) Retirement Plan And Trust is a benefit plan reported by Crystal Equation Corporation under EIN 20-4133968 and plan number 001. The latest loaded filing year is 2023. The filing reports 716 participants and $19,281,758 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crystal Equation Corporation
- EIN
- 20-4133968
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 716
- End-of-year plan assets
- $19,281,758
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 716 | H, C | 20241015200148NAL0017153171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,281,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,281,758
- Net assets (BOY)
- $15,852,178
Income & contributions
- Employer contributions
- $225,213
- Participant contributions
- $2,460,071
- Total contributions
- $2,770,796
- Total income / additions
- $6,159,199
Expenses & distributions
- Benefits paid
- $2,594,623
- Administrative expenses
- $86,622
- Total expenses
- $2,729,619
- Net increase / (decrease)
- $3,429,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services | INVESTMENT/FINANCIAL ADVI | $41,444 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $40,844 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |