Crews Banking Retirement Plan — Form 5500 plan (Crews Bank & Trust)
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, Crews Banking Retirement Plan is a benefit plan reported by Crews Bank & Trust under EIN 59-0500870 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $36,581,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crews Bank & Trust
- EIN
- 59-0500870
- Plan number
- 001
- Plan type
- 2
- Location
- Wauchula, FL
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $36,581,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20241016072440NAL0017611139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,581,450
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,581,450
- Net assets (BOY)
- $31,279,843
Income & contributions
- Employer contributions
- $663,011
- Participant contributions
- $1,939,905
- Total contributions
- $2,740,012
- Total income / additions
- $9,052,883
Expenses & distributions
- Benefits paid
- $3,640,159
- Administrative expenses
- $100,815
- Total expenses
- $3,751,276
- Net increase / (decrease)
- $5,301,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $49,012 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $29,188 | not reported in the loaded dataset | 2023 |
| Walters Financial Services Inc Dba | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,115 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crews Bank & Trust
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Wauchula, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Walters Financial Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation