2023 Form 5500 filing — Contegra Employee Stock Ownership 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 20241008144628NAL0034127122001) for Contegra Employee Stock Ownership Plan, reported by Contegra Holdings, Inc. under EIN 88-3063335 and plan number 001. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008144628NAL0034127122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Contegra Holdings, Inc.
- EIN
- 88-3063335
- Plan number
- 001
- Location
- Edwardsville, IL
- Participants
- 63
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,023,282
- Total liabilities (EOY)
- $37,419,856
- Net assets (EOY)
- -$28,396,574
- Employer contributions
- $1,513,670
- Participant contributions
- $0
- Total income / additions
- $2,663,669
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $1,180,932
- Net increase / (decrease)
- $1,482,737
- Schedule source
- Schedule I