2023 Form 5500 filing — Concoa Retirement 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 20241011164717NAL0023264753001) for Concoa Retirement Savings Plan, reported by Controls Corporation Of America under EIN 54-1399467 and plan number 001. It reports 126 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)$8.6MReported net assets$8,645,439
Participants126
Provider compensation$3.4K1 Schedule C row(s)$3,371
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011164717NAL0023264753001
Plan sponsor
Controls Corporation Of America
EIN
54-1399467
Plan number
001
Location
Virginia Beach, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$308.3K
Benefits paid / distributions$293.9K
Contributions
Employer$84.2K
Participant$358K
Full reported line items
Total assets (EOY)
$8,645,439
Total liabilities (EOY)
$0
Net assets (EOY)
$8,645,439
Employer contributions
$84,204
Participant contributions
$357,951
Total income / additions
$1,655,809
Benefits paid
$293,856
Administrative expenses
$4,842
Total expenses
$308,271
Net increase / (decrease)
$1,347,538
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $3.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011164717NAL0023264753001 cover?
It is the 2023 Form 5500 filing for Concoa Retirement Savings Plan, reported by Controls Corporation Of America (EIN 54-1399467).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages