C. R. England, Inc. Profit Sharing — Form 5500 plan (C.R. England, 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, C. R. England, Inc. Profit Sharing is a benefit plan reported by C.R. England, Inc. under EIN 87-0257969 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,537 participants and $104,707,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.R. England, Inc.
- EIN
- 87-0257969
- Plan number
- 003
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 7,537
- End-of-year plan assets
- $104,707,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,537 | H, C | 20240930162128NAL0005781153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,707,228
- Total liabilities (EOY)
- $90,802
- Net assets (EOY)
- $104,616,426
- Net assets (BOY)
- $84,309,746
Income & contributions
- Employer contributions
- $1,734,425
- Participant contributions
- $13,611,421
- Total contributions
- $16,504,643
- Total income / additions
- $34,572,038
Expenses & distributions
- Benefits paid
- $13,364,529
- Administrative expenses
- $277,462
- Total expenses
- $14,265,358
- Net increase / (decrease)
- $20,306,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $182,073 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $60,459 | not reported in the loaded dataset | 2023 |
| Soltis Investment Advisors LLC | ADVISOR | $34,908 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.R. England, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Soltis Investment Advisors LLC — Schedule C compensation