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DAVID J. CROUSE & ASSOCIATES PLAN & TRUST 401k Plan overview

Plan NameDAVID J. CROUSE & ASSOCIATES PLAN & TRUST
Plan identification number 001

DAVID J. CROUSE & ASSOCIATES PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID J. CROUSE & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:DAVID J. CROUSE & ASSOCIATES
Employer identification number (EIN):204628782
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J. CROUSE & ASSOCIATES PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01DAVID CROUSE2022-10-11
0012020-01-01DAVID CROUSE2021-10-11
0012019-01-01DAVID CROUSE2020-06-25
0012018-01-01DAVID CROUSE2019-09-12
0012017-01-01DAVID CROUSE2018-09-06
0012016-01-01DAVID CROUSE2017-09-12 DAVID CROUSE2017-09-12

Plan Statistics for DAVID J. CROUSE & ASSOCIATES PLAN & TRUST

401k plan membership statisitcs for DAVID J. CROUSE & ASSOCIATES PLAN & TRUST

Measure Date Value
2025: DAVID J. CROUSE & ASSOCIATES PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-0315
Total number of particpants at end of year2025-10-0317
Number of Participants With Account Balances2025-10-0317
2024: DAVID J. CROUSE & ASSOCIATES PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-1010
Total number of particpants at end of year2024-10-1015
Number of Participants With Account Balances2024-10-1015

Financial Data on DAVID J. CROUSE & ASSOCIATES PLAN & TRUST

Measure Date Value
2025 : DAVID J. CROUSE & ASSOCIATES PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-03375
Total expenses incurred by plan in this plan year2025-10-037667
Net assets as of the end of the plan year2025-10-03302079
Total assets as of the beginning of the plan year2025-10-03243446
Value of plan covered by a fidelity bond2025-10-0350000
Participant contributions to plan in this plan year2025-10-031625
Other income to plan in this plan year2025-10-0331339
Plan net income in this plan year2025-10-0359008
Net assets as of the end of the plan year2025-10-03302079
Net assets as of the beginning of the plan year2025-10-03243071
Employer contributions to plan in this plan year2025-10-0333711
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-034675
2024 : DAVID J. CROUSE & ASSOCIATES PLAN & TRUST 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-10375
Total expenses incurred by plan in this plan year2024-10-1012606
Net assets as of the end of the plan year2024-10-10243446
Total assets as of the beginning of the plan year2024-10-10192521
Value of plan covered by a fidelity bond2024-10-1050000
Participant contributions to plan in this plan year2024-10-10375
Other income to plan in this plan year2024-10-1022871
Plan net income in this plan year2024-10-1050550
Net assets as of the end of the plan year2024-10-10243071
Net assets as of the beginning of the plan year2024-10-10192521
Employer contributions to plan in this plan year2024-10-1039910
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-102707

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