Original filing (PDF)20230219152604NAL0030348099001

Crown Pointe Financial Service

Name: Crown Pointe Financial Service — Crown Pointe, Form 5500 (2022)
Creator: Crown Pointe Financial Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crown Pointe Financial Service 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Crown Pointe Financial Service's Crown Pointe Financial Service 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

AMY Pipoly signed Crown Pointe Financial Service's 2022 Form 5500 as plan administrator.

AMY Pipoly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Crown Pointe Financial Service's EIN is 27-3309186.

EIN 27-3309186

Plan number 001

Plan year 2022

ACK ID 20230219152604NAL0030348099001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Crown Pointe Financial Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Crown Pointe Financial Service's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROWN POINTE FINANCIAL SERVICE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score