C.R. Onsrud, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (C.R. Onsrud, 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, C.R. Onsrud, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by C.R. Onsrud, Inc. under EIN 56-1153184 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $11,592,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.R. Onsrud, Inc.
EIN
56-1153184
Plan number
001
Plan type
2
Location
Troutman, NC
Latest filing year
2023
Participants
243
End-of-year plan assets
$11,592,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20250410094100NAL0042459346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,592,505
Total liabilities (EOY)
$0
Net assets (EOY)
$11,592,505
Net assets (BOY)
$8,688,102

Income & contributions

Employer contributions
$406,880
Participant contributions
$662,356
Total contributions
$1,434,198
Total income / additions
$3,906,532

Expenses & distributions

Benefits paid
$916,992
Administrative expenses
$85,137
Total expenses
$1,002,129
Net increase / (decrease)
$2,904,403

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$79,185$02023
Empower Advisory Group, LLCINVESTMENT MGMT$5,952not reported in the loaded dataset2023

Related Form 5500 pages