Plan5500

Cretex Companies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cretex Companies, 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, Cretex Companies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cretex Companies, Inc. under EIN 41-0207645 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,289 participants and $247,732,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cretex Companies, Inc.
EIN
41-0207645
Plan number
005
Plan type
2
Location
Elk River, MN
Latest filing year
2023
Participants
3,289
End-of-year plan assets
$247,732,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,289H, C20241008133503NAL0009735251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$247,732,849
Total liabilities (EOY)
$0
Net assets (EOY)
$247,732,849
Net assets (BOY)
$203,335,958

Income & contributions

Employer contributions
$17,040,694
Participant contributions
$12,287,399
Total contributions
$32,731,162
Total income / additions
$65,151,919

Expenses & distributions

Benefits paid
$20,588,498
Administrative expenses
$166,530
Total expenses
$20,755,028
Net increase / (decrease)
$44,396,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$166,530$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages