Conner Strong & Buckelew Companies, LLC 401(K) Plan — Form 5500 plan (Conner Strong & Buckelew Companies, LLC)

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, Conner Strong & Buckelew Companies, LLC 401(K) Plan is a benefit plan reported by Conner Strong & Buckelew Companies, LLC under EIN 21-0718159 and plan number 001. The latest loaded filing year is 2023. The filing reports 597 participants and $40,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conner Strong & Buckelew Companies, LLC
EIN
21-0718159
Plan number
001
Plan type
2
Location
Camden, NJ
Latest filing year
2023
Participants
597
End-of-year plan assets
$40,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023597H, C20241014064826NAL0012948691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,933
Total liabilities (EOY)
$0
Net assets (EOY)
$40,933
Net assets (BOY)
$71,788,860

Income & contributions

Employer contributions
$0
Participant contributions
$5,291,245
Total contributions
$7,079,056
Total income / additions
$20,168,007

Expenses & distributions

Benefits paid
$6,143,010
Administrative expenses
$189,757
Total expenses
$6,332,767
Net increase / (decrease)
$13,835,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$105,360$02023
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$84,397not reported in the loaded dataset2023

Related Form 5500 pages