2023 Form 5500 filing — Conley Partnership Inc. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718120228NAL0011702818001) for Conley Partnership Inc. Retirement Plan, reported by Conley Partnership Inc. under EIN 81-4230194 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240718120228NAL0011702818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conley Partnership Inc.
- EIN
- 81-4230194
- Plan number
- 001
- Location
- Plain City, OH
- Participants
- 16
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,481,674
- Net assets (EOY)
- $2,481,674
- Total income / additions
- $129,441
- Administrative expenses
- $2,815
- Total expenses
- $2,815
- Net increase / (decrease)
- $126,626
- Schedule source
- Schedule I