2023 Form 5500 filing — Alfred Conhagen, Inc. Pension 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 20241015094302NAL0029162529001) for Alfred Conhagen, Inc. Pension Plan, reported by Alfred Conhagen, Inc. under EIN 22-2177817 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094302NAL0029162529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfred Conhagen, Inc.
- EIN
- 22-2177817
- Plan number
- 001
- Location
- Metairie, LA
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,914,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,914,132
- Total income / additions
- $794,982
- Benefits paid
- $696,139
- Administrative expenses
- $176,455
- Total expenses
- $872,594
- Net increase / (decrease)
- -$77,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ritholtz Wealth Management | NONE | $45,204 | not reported in the loaded dataset |
| Bpas Actuarial And Pension Services | NONE | $22,850 | not reported in the loaded dataset |
| Community Bank, Na | NONE | $11,929 | not reported in the loaded dataset |