Plan5500

Croell, Inc. 401(K) Plan — Form 5500 plan (Croell, 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, Croell, Inc. 401(K) Plan is a benefit plan reported by Croell, Inc. under EIN 42-1029170 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,004 participants and $41,790,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Croell, Inc.
EIN
42-1029170
Plan number
002
Plan type
2
Location
New Hampton, IA
Latest filing year
2023
Participants
1,004
End-of-year plan assets
$41,790,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,004H, C20240913110246NAL0009823953001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,790,357
Total liabilities (EOY)
$0
Net assets (EOY)
$41,790,357
Net assets (BOY)
$33,887,505

Income & contributions

Employer contributions
$966,503
Participant contributions
$3,767,666
Total contributions
$4,952,478
Total income / additions
$11,273,280

Expenses & distributions

Benefits paid
$3,238,373
Administrative expenses
$132,055
Total expenses
$3,370,428
Net increase / (decrease)
$7,902,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement PlanNONE$132,055not reported in the loaded dataset2023
L.M.Kohn & CompanyNONE$51,300not reported in the loaded dataset2023
Paradigm Benefits LLCNONE$25,650not reported in the loaded dataset2023

Related Form 5500 pages