2023 Form 5500 filing — Concord Publishing House, Inc. 401(K) 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 20240910155833NAL0007125025001) for Concord Publishing House, Inc. 401(K) Retirement Plan, reported by Concord Publishing House, Inc. under EIN 43-0894931 and plan number 001. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910155833NAL0007125025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concord Publishing House, Inc.
- EIN
- 43-0894931
- Plan number
- 001
- Location
- Cape Girardeau, MO
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,902,647
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,902,647
- Employer contributions
- $0
- Participant contributions
- $165,984
- Total income / additions
- $1,143,112
- Benefits paid
- $494,962
- Administrative expenses
- $1,059
- Total expenses
- $496,021
- Net increase / (decrease)
- $647,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $18,436 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,059 | $0 |