2023 Form 5500 filing — Conco Inc. 401(K) Profit Sharing 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 20250107161246NAL0009538641001) for Conco Inc. 401(K) Profit Sharing Plan, reported by Conco Incorporated under EIN 48-0829990 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,472,858
Participants207
Provider compensation$69.6K2 Schedule C row(s)$69,635
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250107161246NAL0009538641001
Plan sponsor
Conco Incorporated
EIN
48-0829990
Plan number
001
Location
Wichita, KS
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$688.8K
Participant$964.3K
Full reported line items
Total assets (EOY)
$13,472,858
Total liabilities (EOY)
$0
Net assets (EOY)
$13,472,858
Employer contributions
$688,843
Participant contributions
$964,251
Total income / additions
$3,740,289
Benefits paid
$1,975,185
Administrative expenses
$53,678
Total expenses
$2,028,863
Net increase / (decrease)
$1,711,426

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$53,677$0
Keating Financial Advisory ServicesINVESTMENT ADVISORY$0$15,958

Related Form 5500 pages