Charles L. Crane Agency Company 401(K) Plan — Form 5500 plan (Charles L. Crane Agency Company)
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, Charles L. Crane Agency Company 401(K) Plan is a benefit plan reported by Charles L. Crane Agency Company under EIN 43-1394059 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $45,370,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charles L. Crane Agency Company
- EIN
- 43-1394059
- Plan number
- 001
- Plan type
- 2
- Location
- Chesterfield, MO
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $45,370,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241014152927NAL0027714001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,370,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,370,660
- Net assets (BOY)
- $39,380,728
Income & contributions
- Employer contributions
- $1,369,450
- Participant contributions
- $1,848,696
- Total contributions
- $3,654,666
- Total income / additions
- $10,074,907
Expenses & distributions
- Benefits paid
- $3,970,264
- Administrative expenses
- $106,014
- Total expenses
- $4,084,975
- Net increase / (decrease)
- $5,989,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Strategies Investment Group | INVESTMENT ADVISOR | $64,435 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,579 | $0 | 2023 |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $350 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER INVESTMENTS | $20 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | SHAREHOLDER SERVICE FEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Charles L. Crane Agency Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Chesterfield, MO
- Capital Strategies Investment Group — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation