Crest Industries, LLC & Affiliated Companies Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Crest Industries, 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, Crest Industries, LLC & Affiliated Companies Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Crest Industries, LLC under EIN 72-0728139 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,359 participants and $54,221,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crest Industries, LLC
EIN
72-0728139
Plan number
002
Plan type
2
Location
Pineville, LA
Latest filing year
2023
Participants
1,359
End-of-year plan assets
$54,221,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,359H, C20241014172519NAL0026829697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,221,964
Total liabilities (EOY)
$0
Net assets (EOY)
$54,221,964
Net assets (BOY)
$43,150,229

Income & contributions

Employer contributions
$1,745,707
Participant contributions
$5,625,090
Total contributions
$7,735,967
Total income / additions
$16,080,022

Expenses & distributions

Benefits paid
$4,967,579
Administrative expenses
$37,669
Total expenses
$5,008,287
Net increase / (decrease)
$11,071,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$17,869$02023
Strategic Advisors, Inc.ADVISOR$12,300not reported in the loaded dataset2023
0CONSULTANT$7,500not reported in the loaded dataset2023

Related Form 5500 pages