401k Plan data: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN plan

CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 401k Plan overview

Plan Name	CRAWFORD EVALUATION GROUP LLC 401(K) PLAN
Plan identification number	001

CRAWFORD EVALUATION GROUP LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

CRAWFORD EVALUATION GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name: CRAWFORD EVALUATION GROUP LLC

Employer identification number (EIN): 271511395

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRAWFORD EVALUATION GROUP LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 AIMEE SULLIVAN 2024-10-03
001 2022-01-01 AIMEE SULLIVAN 2023-10-10
001 2021-01-01 AIMEE SULLIVAN 2022-10-14
001 2020-01-01 AIMEE SULLIVAN 2021-10-14
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID CRAWFORD
001 2016-01-01 DAVID CRAWFORD
001 2015-01-01 DAVID CRAWFORD
001 2014-01-01 DAVID CRAWFORD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	AIMEE SULLIVAN	2024-10-03
001	2022-01-01	AIMEE SULLIVAN	2023-10-10
001	2021-01-01	AIMEE SULLIVAN	2022-10-14
001	2020-01-01	AIMEE SULLIVAN	2021-10-14
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID CRAWFORD
001	2016-01-01	DAVID CRAWFORD
001	2015-01-01	DAVID CRAWFORD
001	2014-01-01	DAVID CRAWFORD

Plan Statistics for CRAWFORD EVALUATION GROUP LLC 401(K) PLAN

401k plan membership statisitcs for CRAWFORD EVALUATION GROUP LLC 401(K) PLAN

Measure Date Value
2019: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 23
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 23
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 24
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 26
Number of participants with account balances 2018-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 22
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2019: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	23
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	23
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	24
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	26
Number of participants with account balances	2018-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	22
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on CRAWFORD EVALUATION GROUP LLC 401(K) PLAN

Measure	Date	Value
2019 : CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$170,260
Expenses. Total of all expenses incurred	2019-12-31	$3,942
Benefits paid (including direct rollovers)	2019-12-31	$3,372
Total plan assets at end of year	2019-12-31	$494,751
Total plan assets at beginning of year	2019-12-31	$328,433
Total contributions received or receivable from participants	2019-12-31	$65,485
Other income received	2019-12-31	$75,917
Net income (gross income less expenses)	2019-12-31	$166,318
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$494,751
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$328,433
Total contributions received or receivable from employer(s)	2019-12-31	$28,858
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$570
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$70,566
Expenses. Total of all expenses incurred	2018-12-31	$2,066
Benefits paid (including direct rollovers)	2018-12-31	$1,686
Total plan assets at end of year	2018-12-31	$328,433
Total plan assets at beginning of year	2018-12-31	$259,933
Value of fidelity bond covering the plan	2018-12-31	$32,843
Total contributions received or receivable from participants	2018-12-31	$64,542
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$1,555
Other income received	2018-12-31	$-24,397
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$68,500
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$328,433
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$259,933
Total contributions received or receivable from employer(s)	2018-12-31	$28,866
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$115,005
Expenses. Total of all expenses incurred	2017-12-31	$47,273
Benefits paid (including direct rollovers)	2017-12-31	$46,763
Total plan assets at end of year	2017-12-31	$259,933
Total plan assets at beginning of year	2017-12-31	$192,201
Value of fidelity bond covering the plan	2017-12-31	$25,994
Total contributions received or receivable from participants	2017-12-31	$50,439
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$40,097
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$67,732
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$259,933
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$192,201
Total contributions received or receivable from employer(s)	2017-12-31	$24,469
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$79,043
Expenses. Total of all expenses incurred	2016-12-31	$3,243
Benefits paid (including direct rollovers)	2016-12-31	$3,073
Total plan assets at end of year	2016-12-31	$192,201
Total plan assets at beginning of year	2016-12-31	$116,401
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$47,674
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$9,472
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$75,800
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$192,201
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$116,401
Total contributions received or receivable from employer(s)	2016-12-31	$21,897
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$63,088
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$116,401
Total plan assets at beginning of year	2015-12-31	$53,313
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$44,823
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-1,235
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$63,088
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$116,401
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$53,313
Total contributions received or receivable from employer(s)	2015-12-31	$19,500
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$53,313
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$53,313
Total contributions received or receivable from participants	2014-12-31	$31,117
Contributions received from other sources (not participants or employers)	2014-12-31	$8,841
Other income received	2014-12-31	$1,144
Net income (gross income less expenses)	2014-12-31	$53,313
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$53,313
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$12,211

Form 5500 Responses for CRAWFORD EVALUATION GROUP LLC 401(K) PLAN

2019: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CRAWFORD EVALUATION GROUP LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CRAWFORD EVALUATION GROUP LLC
Employer identification number (EIN):	271511395
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services