Crete Mechanical Group, Inc. 401(K) Plan — Form 5500 plan (Crete Mechanical Group, 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, Crete Mechanical Group, Inc. 401(K) Plan is a benefit plan reported by Crete Mechanical Group, Inc. under EIN 85-3064334 and plan number 001. The latest loaded filing year is 2023. The filing reports 350 participants and $92,468,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crete Mechanical Group, Inc.
- EIN
- 85-3064334
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $92,468,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20250303111954NAL0003306099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,468,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,468,332
- Net assets (BOY)
- $3,807,083
Income & contributions
- Employer contributions
- $2,068,601
- Participant contributions
- $3,464,616
- Total contributions
- $6,326,640
- Total income / additions
- $12,962,530
Expenses & distributions
- Benefits paid
- $5,924,782
- Administrative expenses
- $91,676
- Total expenses
- $6,129,518
- Net increase / (decrease)
- $6,833,012
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $81,570 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,702 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $2,000 | $0 | 2023 |
| Gwfs Equities Inc | SECURITIES BROKERAGE | $200 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | SHAREHOLDER SERVICING | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crete Mechanical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation