Cr&R Incorporated Profit Sharing And Employee Savings Plan — Form 5500 plan (Cr&R Incorporated)
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, Cr&R Incorporated Profit Sharing And Employee Savings Plan is a benefit plan reported by Cr&R Incorporated under EIN 95-2316878 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,364 participants and $43,393,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cr&R Incorporated
- EIN
- 95-2316878
- Plan number
- 001
- Plan type
- 2
- Location
- Stanton, CA
- Latest filing year
- 2023
- Participants
- 1,364
- End-of-year plan assets
- $43,393,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,364 | H, C | 20241015123200NAL0016392515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,393,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,393,834
- Net assets (BOY)
- $38,638,291
Income & contributions
- Employer contributions
- $700,703
- Participant contributions
- $2,770,918
- Total contributions
- $3,639,502
- Total income / additions
- $9,298,422
Expenses & distributions
- Benefits paid
- $4,356,501
- Administrative expenses
- $133,699
- Total expenses
- $4,542,879
- Net increase / (decrease)
- $4,755,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $87,963 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $20,013 | not reported in the loaded dataset | 2023 |
| Wright Ford Young & Co | AUDITOR | $15,750 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $9,973 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cr&R Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stanton, CA
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Wright Ford Young & Co — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation