2023 Form 5500 filing — Connor Co. Employees' Savings And Profit Sharing 401(K) Plan & Trust
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 20240730103605NAL0011733731001) for Connor Co. Employees' Savings And Profit Sharing 401(K) Plan & Trust, reported by Connor Co. under EIN 37-0366580 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730103605NAL0011733731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connor Co.
- EIN
- 37-0366580
- Plan number
- 001
- Location
- Peoria, IL
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,766,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,766,160
- Employer contributions
- $2,229,219
- Participant contributions
- $1,171,665
- Total income / additions
- $11,393,515
- Benefits paid
- $2,438,157
- Administrative expenses
- $78,073
- Total expenses
- $2,516,230
- Net increase / (decrease)
- $8,877,285
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| David Vaughan Investments, Inc. | FINANCIAL ADVISOR | $40,902 | not reported in the loaded dataset |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $37,171 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | TRUSTEE | $0 | $18,853 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |