CRAVENS/WARREN & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CRAVENS/WARREN & COMPANY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : CRAVENS/WARREN & COMPANY 401(K) PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $693,662 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $45,308 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $535 |
| Total plan assets at end of year | 2023-12-31 | $3,759,941 |
| Total plan assets at beginning of year | 2023-12-31 | $3,111,587 |
| Value of fidelity bond covering the plan | 2023-12-31 | $760,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $228,410 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $382,156 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $648,354 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,759,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,111,587 |
| Assets. Value of participant loans | 2023-12-31 | $4,608 |
| Assets. Value of employer real property | 2023-12-31 | $718,200 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $83,096 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $44,773 |
| 2022 : CRAVENS/WARREN & COMPANY 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $109,107 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $102,042 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $58,133 |
| Total plan assets at end of year | 2022-12-31 | $3,111,587 |
| Total plan assets at beginning of year | 2022-12-31 | $3,104,522 |
| Value of fidelity bond covering the plan | 2022-12-31 | $310,452 |
| Total contributions received or receivable from participants | 2022-12-31 | $203,987 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-169,094 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $7,065 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,111,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,104,522 |
| Assets. Value of participant loans | 2022-12-31 | $13,390 |
| Assets. Value of employer real property | 2022-12-31 | $755,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $74,214 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $43,909 |
| 2021 : CRAVENS/WARREN & COMPANY 401(K) PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $648,117 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $405,594 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $355,120 |
| Total plan assets at end of year | 2021-12-31 | $3,104,522 |
| Total plan assets at beginning of year | 2021-12-31 | $2,861,999 |
| Value of fidelity bond covering the plan | 2021-12-31 | $286,200 |
| Total contributions received or receivable from participants | 2021-12-31 | $169,929 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $49,725 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $5,316 |
| Other income received | 2021-12-31 | $402,200 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $242,523 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,104,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,861,999 |
| Assets. Value of participant loans | 2021-12-31 | $21,619 |
| Assets. Value of employer real property | 2021-12-31 | $660,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $70,672 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $749 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : CRAVENS/WARREN & COMPANY 401(K) PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $617,944 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $788,970 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $759,004 |
| Total plan assets at end of year | 2020-12-31 | $2,861,999 |
| Total plan assets at beginning of year | 2020-12-31 | $3,033,025 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $157,524 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $68,693 |
| Other income received | 2020-12-31 | $329,351 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $-171,026 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,861,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,033,025 |
| Assets. Value of participant loans | 2020-12-31 | $29,331 |
| Assets. Value of employer real property | 2020-12-31 | $580,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $62,376 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $29,966 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2023: CRAVENS/WARREN & COMPANY 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: CRAVENS/WARREN & COMPANY 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CRAVENS/WARREN & COMPANY 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CRAVENS/WARREN & COMPANY 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
