Profile
James Craft & Son, Inc. 401(K) Retirement Plan in York Haven, PA is in Pennsylvania, its EIN is 231602205, its industry group is Building Equipment Contractors, its plan administrator is Vicki Kearns, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, has total assets of $10M to $50M, its business code is 238220, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and diversity of asset types (4 total), and is better than the overall participant averages in each of net income per total participant, average account balance, and total administrative expense per participant.
Numeric values:
- total assets at beginning of plan year ($16,360,672)
- net assets (assets minus liabilities) ($13.40M)
- total assets ($13,384,733)
- value of interest in registered investment companies (e.g., mutual funds) ($12.80M)
- total expenses ($1,282,615)
- total contributions ($953,599)
- cash contributions from participants ($700,695)
- cash contributions from employers ($252,904)
- value of interest in common/collective trusts ($230,310)
- participant loans ($226,678)
- value of funds held in insurance company general account (unallocated contracts) ($110,281)
- average account balance ($87,482)
- contract administrator fees ($16,236)
- total administrative expenses ($16,236)
- average participant cash contribution per active participant ($5,432)
- average employer cash contribution per active participant ($1,960)
- receivables - employer contributions ($607)
- total administrative expense per participant ($106.12)
- total noninterest-bearing cash ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to this plan ($0)
- asset transfers from this plan ($0)
- net income per total participant (-$19,451)
- total income (-$1,693,324)
- earnings on investments (-$2,646,923)
- net earnings on investments (-$2,646,923)
- net income (-$2,975,939)
- percentage of active participants (84.3%)
- diversity of asset types (6.9%)
- participant loans as a percentage of plan assets (1.69%)
- total administrative expense ratio (0.120%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-16.18%)
- active participants (129)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (153)
- other retired or separated participants entitled to future benefits (22)
- retired or separated participants receiving benefits (2)
- total participants (153)