James Avery Craftsman, Inc. Employee 401(K) Plan — Form 5500 plan (James Avery Craftsman, 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, James Avery Craftsman, Inc. Employee 401(K) Plan is a benefit plan reported by James Avery Craftsman, Inc. under EIN 74-1535732 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,276 participants and $126,818,864 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
James Avery Craftsman, Inc.
EIN
74-1535732
Plan number
002
Plan type
2
Location
Kerrville, TX
Latest filing year
2023
Participants
2,276
End-of-year plan assets
$126,818,864

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,276H, C20241009095100NAL0009083203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,818,864
Total liabilities (EOY)
$0
Net assets (EOY)
$126,818,864
Net assets (BOY)
$102,842,717

Income & contributions

Employer contributions
$7,232,565
Participant contributions
$7,953,045
Total contributions
$15,410,748
Total income / additions
$33,539,310

Expenses & distributions

Benefits paid
$9,520,325
Administrative expenses
$40,875
Total expenses
$9,563,163
Net increase / (decrease)
$23,976,147

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,875$02023

Related Form 5500 pages