2023 Form 5500 filing — Consolidated Shoe Company, Inc. Employee Stock Ownership And 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 20241015103626NAL0029272417001) for Consolidated Shoe Company, Inc. Employee Stock Ownership And Savings Plan, reported by Consolidated Shoe Company, Inc. under EIN 54-0180070 and plan number 002. It reports 77 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103626NAL0029272417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Shoe Company, Inc.
- EIN
- 54-0180070
- Plan number
- 002
- Location
- Lynchburg, VA
- Participants
- 77
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,495,731
- Total liabilities (EOY)
- $2,111
- Net assets (EOY)
- $2,493,620
- Employer contributions
- $11,372
- Participant contributions
- $76,627
- Total income / additions
- $522,427
- Benefits paid
- $127,536
- Total expenses
- $136,598
- Net increase / (decrease)
- $385,829
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $5,517 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $4,634 | $0 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $1,086 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $330 | not reported in the loaded dataset |