Cri Profit Sharing 401k Plan — Form 5500 plan (Cri Advantage, 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, Cri Profit Sharing 401k Plan is a benefit plan reported by Cri Advantage, Inc. under EIN 82-0424286 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $3,315,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cri Advantage, Inc.
- EIN
- 82-0424286
- Plan number
- 001
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $3,315,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241007120933NAL0007555283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,315,205
- Total liabilities (EOY)
- $369
- Net assets (EOY)
- $3,314,836
- Net assets (BOY)
- $3,241,423
Income & contributions
- Employer contributions
- $151,343
- Participant contributions
- $383,529
- Total contributions
- $681,680
- Total income / additions
- $1,326,344
Expenses & distributions
- Benefits paid
- $1,215,412
- Administrative expenses
- $31,276
- Total expenses
- $1,252,931
- Net increase / (decrease)
- $73,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Asset Consulting Group, Inc. | INVESTMENT ADVISOR | $12,664 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $10,510 | $0 | 2023 |
| Pinnacle Pension Services, Inc. | CONTRACT ADMIN | $9,312 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cri Advantage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- The Asset Consulting Group, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Pinnacle Pension Services, Inc. — Schedule C compensation