Crystal Distribution, Inc. 401(K) Savings Plan — Form 5500 plan (Crystal Distribution, 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, Crystal Distribution, Inc. 401(K) Savings Plan is a benefit plan reported by Crystal Distribution, Inc. under EIN 41-1781476 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $7,769,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crystal Distribution, Inc.
EIN
41-1781476
Plan number
001
Plan type
2
Location
Elk River, MN
Latest filing year
2023
Participants
168
End-of-year plan assets
$7,769,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241014185544NAL0015440851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,769,740
Total liabilities (EOY)
$0
Net assets (EOY)
$7,769,740
Net assets (BOY)
$6,792,317

Income & contributions

Employer contributions
$372,025
Participant contributions
$698,939
Total contributions
$1,070,964
Total income / additions
$2,314,082

Expenses & distributions

Benefits paid
$1,293,488
Administrative expenses
$43,171
Total expenses
$1,336,659
Net increase / (decrease)
$977,423

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCRECORDKEEPER$16,292not reported in the loaded dataset2023
Ryan Financial Group LLCINVESTMENT MANAGER$11,658not reported in the loaded dataset2023
Commonwealth Financial NetworkFINANCIAL ADVISOR$6,862not reported in the loaded dataset2023
Matrix Trust CompanyDIRECTED TRUSTEE$9$02023
Mscs Fs Div Of Broadridge Bpo, LlpNONE$0$02023

Related Form 5500 pages