2023 Form 5500 filing — The Conlan Company 401k 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 20241004071619NAL0011855233001) for The Conlan Company 401k Plan, reported by The Conlan Company under EIN 58-1751974 and plan number 001. It reports 818 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004071619NAL0011855233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Conlan Company
- EIN
- 58-1751974
- Plan number
- 001
- Location
- Marietta, GA
- Participants
- 818
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,775,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,775,076
- Employer contributions
- $222,194
- Participant contributions
- $1,410,942
- Total income / additions
- $4,770,418
- Benefits paid
- $1,512,965
- Administrative expenses
- $15,706
- Total expenses
- $1,670,830
- Net increase / (decrease)
- $3,099,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $25,844 |
| Northwestern Mutual Wealth Manageme | SERVICE PROVIDER | $0 | $20,669 |
| Smith Adcock And Company | SERVICE PROVIDER | $7,611 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,132 | $0 |