Original filing (PDF)20250327091524NAL0017169217001

Crowne Pointe Financial

Name: Crowne Pointe Financial — Crowne Pointe Financial, Form 5500 (2023)
Creator: Crowne Pointe Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crowne Pointe Financial Chamber Benefit Arrangement Plan

Health & welfare plan · Crowne Pointe Financial's Crowne Pointe Financial Chamber Benefit Arrangement Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Stephen Millard signed Crowne Pointe Financial's 2023 Form 5500 as plan administrator.

Stephen Millard — 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

Crowne Pointe Financial's EIN is 27-3309186.

EIN 27-3309186

Plan number 502

Plan year 2023

ACK ID 20250327091524NAL0017169217001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Crowne Pointe Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Crowne Pointe Financial's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score