Cramer & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Cramer & Associates, 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, Cramer & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Cramer & Associates, Inc. under EIN 42-1102408 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $28,244,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cramer & Associates, Inc.
- EIN
- 42-1102408
- Plan number
- 001
- Plan type
- 2
- Location
- Grimes, IA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $28,244,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241007081005NAL0031232770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,244,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,244,500
- Net assets (BOY)
- $25,345,737
Income & contributions
- Employer contributions
- $720,000
- Total contributions
- $720,000
- Total income / additions
- $4,333,655
Expenses & distributions
- Benefits paid
- $1,200,801
- Administrative expenses
- $234,091
- Total expenses
- $1,434,892
- Net increase / (decrease)
- $2,898,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greatbanc Trust Company | TRUSTEE | $50,980 | not reported in the loaded dataset | 2023 |
| Hdh Advisors | APPRAISALS | $20,550 | not reported in the loaded dataset | 2023 |
| Blue Ridge Topco, LLC | THIRD PARTY ADMIN | $16,880 | not reported in the loaded dataset | 2023 |
| Rsm Us, Llp | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Newport Group | N/A | $4,045 | not reported in the loaded dataset | 2023 |
| Nyemaster Good P.C. | LEGAL | $3,588 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cramer & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Grimes, IA
- Greatbanc Trust Company — Schedule C compensation
- Hdh Advisors — Schedule C compensation
- Blue Ridge Topco, LLC — Schedule C compensation
- Rsm Us, Llp — Schedule C compensation
- Newport Group — Schedule C compensation
- Nyemaster Good P.C. — Schedule C compensation