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ETF ADVISOR K MEP KEVIN CRUM AND COMPANY 401k Plan overview

Plan NameETF ADVISOR K MEP KEVIN CRUM AND COMPANY
Plan identification number 336

ETF ADVISOR K MEP KEVIN CRUM AND COMPANY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

KEVIN CRUM & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEVIN CRUM & COMPANY, INC.
Employer identification number (EIN):341897853
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about KEVIN CRUM & COMPANY, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1999-09-07
Company Identification Number: 1112096
Legal Registered Office Address: 3200 W MARKET ST STE 204
-
AKRON
United States of America (USA)
443330000

More information about KEVIN CRUM & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ETF ADVISOR K MEP KEVIN CRUM AND COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3362023-01-01ANTHONY WARREN2024-08-13
3362022-01-01ANTHONY WARREN2023-08-16
3362021-01-01ANTHONY WARREN2022-08-01
3362020-01-01KRISTI DALLEY2021-07-07
3362020-01-01ADAM WARREN2021-09-27
3362020-01-01ADAM WARREN2021-09-15
3362019-01-01KRISTI DALLEY2020-07-30
3362018-01-01KRISTI DALLEY2019-06-17

Financial Data on ETF ADVISOR K MEP KEVIN CRUM AND COMPANY

Measure Date Value
2025 : ETF ADVISOR K MEP KEVIN CRUM AND COMPANY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-01492
Net assets as of the end of the plan year2025-08-01426968
Total assets as of the beginning of the plan year2025-08-01326924
Value of plan covered by a fidelity bond2025-08-0150000
Participant contributions to plan in this plan year2025-08-0130000
Other income to plan in this plan year2025-08-0119955
Plan net income in this plan year2025-08-01100044
Net assets as of the end of the plan year2025-08-01426968
Net assets as of the beginning of the plan year2025-08-01326924
Employer contributions to plan in this plan year2025-08-0150581
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-01492
2024 : ETF ADVISOR K MEP KEVIN CRUM AND COMPANY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-13480
Net assets as of the end of the plan year2024-08-13326924
Total assets as of the beginning of the plan year2024-08-13242856
Value of plan covered by a fidelity bond2024-08-1350000
Participant contributions to plan in this plan year2024-08-1326000
Other income to plan in this plan year2024-08-131920
Plan net income in this plan year2024-08-1384068
Net assets as of the end of the plan year2024-08-13326924
Net assets as of the beginning of the plan year2024-08-13242856
Employer contributions to plan in this plan year2024-08-1356628
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-13480
2022 : ETF ADVISOR K MEP KEVIN CRUM AND COMPANY 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-013506
Net assets as of the end of the plan year2022-08-01198199
Total assets as of the beginning of the plan year2022-08-01134079
Value of plan covered by a fidelity bond2022-08-0150000
Participant contributions to plan in this plan year2022-08-0127000
Other income to plan in this plan year2022-08-011769
Plan net income in this plan year2022-08-0164120
Net assets as of the end of the plan year2022-08-01198199
Net assets as of the beginning of the plan year2022-08-01134079
Employer contributions to plan in this plan year2022-08-0138857
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-01195

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