Original filing (PDF)20250429154826NAL0000431875001

Crosby and Associates

Name: Crosby and Associates — Crosby and Associates 401(k), Form 5500 (2023)
Creator: Crosby and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crosby and Associates 401(k) Plan

401(k) retirement plan · Crosby and Associates' Crosby and Associates 401(k) Plan filed a Form 5500 for plan year 2023.

Signals · 1

Late filing · 14.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Julia Robinson signed Crosby and Associates' 2023 Form 5500 as plan administrator.

Julia Robinson — 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

Crosby and Associates' EIN is 91-1715585.

EIN 91-1715585

Plan number 333

Plan year 2023

ACK ID 20250429154826NAL0000431875001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Crosby and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Crosby and Associates' 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 CROSBY AND ASSOCIATES.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off