Crown Technical Systems 401(K) Plan — Form 5500 plan (Crown Technical Systems)

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, Crown Technical Systems 401(K) Plan is a benefit plan reported by Crown Technical Systems under EIN 33-0775810 and plan number 002. The latest loaded filing year is 2023. The filing reports 327 participants and $6,065,409 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crown Technical Systems
EIN
33-0775810
Plan number
002
Plan type
2
Location
Fontana, CA
Latest filing year
2023
Participants
327
End-of-year plan assets
$6,065,409

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023327H, C20241008080743NAL0016311649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,065,409
Total liabilities (EOY)
$0
Net assets (EOY)
$6,065,409
Net assets (BOY)
$5,421,731

Income & contributions

Employer contributions
$84,997
Participant contributions
$442,852
Total contributions
$538,872
Total income / additions
$1,400,025

Expenses & distributions

Benefits paid
$746,985
Administrative expenses
$3,553
Total expenses
$756,347
Net increase / (decrease)
$643,678

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services, LLCADVISORnot reported in the loaded dataset$3,7142023
Morgan Stanley Smith Barney LLCADVISORnot reported in the loaded dataset$3,3482023
Qualified Services Inc Dba Hicks PeTPA$0$2,7062023
Voya Retirement Insurance And AnnuiSERVICE PROVIDERnot reported in the loaded dataset$02023

Related Form 5500 pages