Plan5500

Connecticut Distributors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Connecticut Distributors, Inc.)

Plain-English plan 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, Connecticut Distributors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Connecticut Distributors, Inc. under EIN 06-0303100 and plan number 002. The latest loaded filing year is 2023. The filing reports 378 participants and $36,350,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connecticut Distributors, Inc.
EIN
06-0303100
Plan number
002
Plan type
2
Location
Stratford, CT
Latest filing year
2023
Participants
378
End-of-year plan assets
$36,350,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20241011122313NAL0022728657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,350,095
Total liabilities (EOY)
$0
Net assets (EOY)
$36,350,095
Net assets (BOY)
$30,103,588

Income & contributions

Employer contributions
$1,009,224
Participant contributions
$1,699,525
Total contributions
$2,734,062
Total income / additions
$8,492,565

Expenses & distributions

Benefits paid
$2,178,596
Administrative expenses
$67,462
Total expenses
$2,246,058
Net increase / (decrease)
$6,246,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$34,374$02023
Mjp Wealth AdvisorsNONE$32,988not reported in the loaded dataset2023
Td Ameritrade, Inc.NONE$100$02023

Related Form 5500 pages