2023 Form 5500 filing — Conley Publishing Group, Ltd. 401(K) Savings 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 20241010132501NAL0034128784001) for Conley Publishing Group, Ltd. 401(K) Savings Plan, reported by Conley Publishing Group, Ltd. under EIN 39-1486867 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010132501NAL0034128784001
Filing year
2023
Form type
2
Plan sponsor
Conley Publishing Group, Ltd.
EIN
39-1486867
Plan number
001
Location
Beaver Dam, WI
Participants
132
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,495,832
Total liabilities (EOY)
$0
Net assets (EOY)
$7,495,832
Participant contributions
$214,697
Total income / additions
$1,428,698
Benefits paid
$1,241,867
Administrative expenses
$36,915
Total expenses
$1,278,782
Net increase / (decrease)
$149,916
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Dubuque Bank And Trust CompanyNONE$36,915$0

Related Form 5500 pages