Crowe & Dunlevy, A Professional Corporation, Profit Sharing And Thrift Plan — Form 5500 plan (Crowe & Dunlevy, A Professional Corporation)
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, Crowe & Dunlevy, A Professional Corporation, Profit Sharing And Thrift Plan is a benefit plan reported by Crowe & Dunlevy, A Professional Corporation under EIN 73-1055796 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $173,133,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crowe & Dunlevy, A Professional Corporation
- EIN
- 73-1055796
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $173,133,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20240717162942NAL0009440162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $173,133,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $173,133,542
- Net assets (BOY)
- $158,547,143
Income & contributions
- Employer contributions
- $2,545,170
- Participant contributions
- $1,933,855
- Total contributions
- $4,948,427
- Total income / additions
- $25,599,195
Expenses & distributions
- Benefits paid
- $10,925,863
- Administrative expenses
- $86,933
- Total expenses
- $11,012,796
- Net increase / (decrease)
- $14,586,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cayce Weems Dba Weems & Robertson | OTHER | $41,970 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $33,283 | $0 | 2023 |
| Hogantaylor Llp | AUDITOR | $17,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crowe & Dunlevy, A Professional Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Cayce Weems Dba Weems & Robertson — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Hogantaylor Llp — Schedule C compensation