Correct Craft Holding Company Retirement Plan — Form 5500 plan (Correct Craft Holding Company, LLC)
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, Correct Craft Holding Company Retirement Plan is a benefit plan reported by Correct Craft Holding Company, LLC under EIN 46-0635077 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,312 participants and $45,088,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Correct Craft Holding Company, LLC
- EIN
- 46-0635077
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 2,312
- End-of-year plan assets
- $45,088,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,312 | H, C | 20241010074141NAL0011276067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,088,068
- Total liabilities (EOY)
- $26,621
- Net assets (EOY)
- $45,061,447
- Net assets (BOY)
- $37,560,296
Income & contributions
- Employer contributions
- $1,331,320
- Participant contributions
- $5,793,270
- Total contributions
- $8,419,630
- Total income / additions
- $13,034,289
Expenses & distributions
- Benefits paid
- $5,231,579
- Administrative expenses
- $301,559
- Total expenses
- $5,533,138
- Net increase / (decrease)
- $7,501,151
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $262,567 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $38,992 | $117 | 2023 |
| Morse Domeier Bumgardner LLC | CONTRACT ADMINISTRATOR | $0 | $36,509 | 2023 |
| Forvis Llp | ACCOUNTANT | $0 | $14,500 | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMINISTRATOR | $0 | $7,075 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Correct Craft Holding Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Morse Domeier Bumgardner LLC — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation