2023 Form 5500 filing — Conicelli & Affiliated Dealerships 401(K) Profit Sharing 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 20241004105732NAL0011329409001) for Conicelli & Affiliated Dealerships 401(K) Profit Sharing Plan, reported by Conicelli & Affiliated Dealerships under EIN 23-2731655 and plan number 001. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105732NAL0011329409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conicelli & Affiliated Dealerships
- EIN
- 23-2731655
- Plan number
- 001
- Location
- Conshohocken, PA
- Participants
- 559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,916,072
- Total liabilities (EOY)
- $20,331
- Net assets (EOY)
- $34,895,741
- Employer contributions
- $219,098
- Participant contributions
- $1,762,978
- Total income / additions
- $7,822,469
- Benefits paid
- $4,039,893
- Administrative expenses
- $140,946
- Total expenses
- $4,187,087
- Net increase / (decrease)
- $3,635,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research, Inc. | NONE | $65,173 | $0 |
| Empower Annuity Insurance Company | NONE | $51,974 | $0 |
| Duncan Accounting & Tax Services | NONE | $26,870 | $0 |