The Cramer-Krasselt Profit Sharing/401(K) Plan — Form 5500 plan (Cramer-Krasselt Co.)
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, The Cramer-Krasselt Profit Sharing/401(K) Plan is a benefit plan reported by Cramer-Krasselt Co. under EIN 39-0227400 and plan number 002. The latest loaded filing year is 2023. The filing reports 539 participants and $84,819,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cramer-Krasselt Co.
- EIN
- 39-0227400
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $84,819,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241003103929NAL0005656579004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,819,675
- Net assets (EOY)
- $84,819,675
- Net assets (BOY)
- $75,904,274
Income & contributions
- Employer contributions
- $625,383
- Participant contributions
- $1,978,351
- Total contributions
- $2,703,416
- Total income / additions
- $15,968,437
Expenses & distributions
- Benefits paid
- $6,937,878
- Administrative expenses
- $115,158
- Total expenses
- $7,053,036
- Net increase / (decrease)
- $8,915,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $57,983 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | NONE | $48,502 | not reported in the loaded dataset | 2023 |
| Signature Investment Advisors | NONE | $7,992 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $807 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cramer-Krasselt Co.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Signature Investment Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation