2023 Form 5500 filing — Connollys 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 20241004141327NAL0012311393001) for Connollys 401(K) Retirement Plan, reported by Michael J. Connolly & Sons, Inc. under EIN 04-2268908 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5MReported net assets$4,951,806
Participants318
Provider compensation$9.3K2 Schedule C row(s)$9,317
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004141327NAL0012311393001
- Plan sponsor
- Michael J. Connolly & Sons, Inc.
- EIN
- 04-2268908
- Plan number
- 001
- Location
- Walpole, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5M total assets
Net assets$5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,951,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,951,806
- Employer contributions
- $24,089
- Participant contributions
- $243,701
- Total income / additions
- $934,614
- Benefits paid
- $167,516
- Administrative expenses
- $9,317
- Total expenses
- $176,833
- Net increase / (decrease)
- $757,781
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,342 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $975 | $0 |