2023 Form 5500 filing — Conn'S 401(K) 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 20241014141407NAL0027527025001) for Conn'S 401(K) Retirement Savings Plan, reported by Conn Appliances, Inc. under EIN 74-1290706 and plan number 003. It reports 3,623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141407NAL0027527025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conn Appliances, Inc.
- EIN
- 74-1290706
- Plan number
- 003
- Location
- The Woodlands, TX
- Participants
- 3,623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,565,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,565,925
- Employer contributions
- $2,059,017
- Participant contributions
- $4,043,516
- Total income / additions
- $12,989,572
- Benefits paid
- $5,280,503
- Administrative expenses
- $225,713
- Total expenses
- $5,511,422
- Net increase / (decrease)
- $7,478,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $118,701 | $0 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $46,990 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,993 | not reported in the loaded dataset |
| Mcconnell & Jones Llp | OTHER | $20,125 | not reported in the loaded dataset |
| Administrative Fiduciary Services I | OTHER | $10,904 | not reported in the loaded dataset |