Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust — Form 5500 plan (Crown Equipment 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, Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust is a benefit plan reported by Crown Equipment Corporation under EIN 34-4412691 and plan number 004. The latest loaded filing year is 2023. The filing reports 13,625 participants and $1,092,307,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crown Equipment Corporation
- EIN
- 34-4412691
- Plan number
- 004
- Plan type
- 2
- Location
- New Bremen, OH
- Latest filing year
- 2023
- Participants
- 13,625
- End-of-year plan assets
- $1,092,307,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,625 | H, C | 20241010151642NAL0011650883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,092,307,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,092,307,442
- Net assets (BOY)
- $901,251,141
Income & contributions
- Employer contributions
- $38,944,406
- Participant contributions
- $66,640,173
- Total contributions
- $110,369,515
- Total income / additions
- $268,371,358
Expenses & distributions
- Benefits paid
- $76,387,671
- Administrative expenses
- $927,386
- Total expenses
- $77,315,057
- Net increase / (decrease)
- $191,056,301
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $789,585 | $0 | 2023 |
| Clearstead Advisors, LLC | CONSULTANT | $120,000 | not reported in the loaded dataset | 2023 |
| Brady, Ware & Schoenfeld, Inc. | ACCOUNTANT | $17,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crown Equipment Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in New Bremen, OH
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Clearstead Advisors, LLC — Schedule C compensation
- Brady, Ware & Schoenfeld, Inc. — Schedule C compensation