2023 Form 5500 filing — Conner Strong & Buckelew Companies, LLC 401(K) 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 20241014064826NAL0012948691001) for Conner Strong & Buckelew Companies, LLC 401(K) Plan, reported by Conner Strong & Buckelew Companies, LLC under EIN 21-0718159 and plan number 001. It reports 597 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014064826NAL0012948691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conner Strong & Buckelew Companies, LLC
- EIN
- 21-0718159
- Plan number
- 001
- Location
- Camden, NJ
- Participants
- 597
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,933
- Employer contributions
- $0
- Participant contributions
- $5,291,245
- Total income / additions
- $20,168,007
- Benefits paid
- $6,143,010
- Administrative expenses
- $189,757
- Total expenses
- $6,332,767
- Net increase / (decrease)
- $13,835,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $105,360 | $0 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $84,397 | not reported in the loaded dataset |