2023 Form 5500 filing — Concord Management, Ltd. 401(K) 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 20240919085904NAL0005667057001) for Concord Management, Ltd. 401(K) Plan, reported by Concord Management, Ltd. under EIN 59-3337579 and plan number 001. It reports 655 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919085904NAL0005667057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concord Management, Ltd.
- EIN
- 59-3337579
- Plan number
- 001
- Location
- Maitland, FL
- Participants
- 655
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,585,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,585,070
- Employer contributions
- $1,236,165
- Participant contributions
- $1,675,353
- Total income / additions
- $7,870,797
- Benefits paid
- $3,336,549
- Administrative expenses
- $74,621
- Total expenses
- $3,422,502
- Net increase / (decrease)
- $4,448,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,939 | $0 |
| Cliftonlarsonallen Llp | AUDITOR | $20,600 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $15,782 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | OTHER | $300 | not reported in the loaded dataset |