2023 Form 5500 filing — Bane Concord 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 20241015112626NAL0016229043001) for Bane Concord 401(K) Plan, reported by Bane Concord Master, LLC under EIN 81-1237691 and plan number 001. It reports 679 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112626NAL0016229043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bane Concord Master, LLC
- EIN
- 81-1237691
- Plan number
- 001
- Location
- Braintree, MA
- Participants
- 679
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,633,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,633,562
- Employer contributions
- $60,975
- Participant contributions
- $610,124
- Total income / additions
- $2,123,260
- Benefits paid
- $1,155,089
- Administrative expenses
- $93,147
- Total expenses
- $1,265,963
- Net increase / (decrease)
- $857,297
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors | TPA AND RECORDKEEPER | $69,758 | not reported in the loaded dataset |
| Citrin Cooperman & Company | AUDITOR | $19,740 | not reported in the loaded dataset |