2023 Form 5500 filing — Conger Industries Inc Employees 401k Plan & Trust
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 20241014102132NAL0025913329001) for Conger Industries Inc Employees 401k Plan & Trust, reported by Conger Industries, Inc. under EIN 39-1127208 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102132NAL0025913329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conger Industries, Inc.
- EIN
- 39-1127208
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,433,693
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,433,693
- Employer contributions
- $337,747
- Participant contributions
- $761,399
- Total income / additions
- $2,742,267
- Benefits paid
- $562,096
- Administrative expenses
- $50,131
- Total expenses
- $612,227
- Net increase / (decrease)
- $2,130,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicolet National Bank | INVESTMENT ADVISOR | $27,632 | $0 |
| Pension Inc. | THIRD PARTY ADMINISTRATO | $22,499 | $0 |