Crawford Heating & Cooling, Inc. Profit Sharing Plan — Form 5500 plan (Crawford Heating And Cooling, 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, Crawford Heating & Cooling, Inc. Profit Sharing Plan is a benefit plan reported by Crawford Heating And Cooling, Inc. under EIN 36-2495336 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $7,888,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crawford Heating And Cooling, Inc.
- EIN
- 36-2495336
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Island, IL
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $7,888,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241015130023NAL0048018816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,888,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,888,228
- Net assets (BOY)
- $6,178,387
Income & contributions
- Employer contributions
- $356,223
- Participant contributions
- $564,849
- Total contributions
- $1,084,634
- Total income / additions
- $2,350,258
Expenses & distributions
- Benefits paid
- $599,085
- Administrative expenses
- $41,332
- Total expenses
- $640,417
- Net increase / (decrease)
- $1,709,841
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $18,101 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY | $11,580 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Ins Svcs Inc | BROKER/ADVISOR | $0 | $7,555 | 2023 |
| American Trust Company | CONTRACT ADMIN | $6,486 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crawford Heating And Cooling, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rock Island, IL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Morgan Stanley Ins Svcs Inc — Schedule C compensation
- American Trust Company — Schedule C compensation