The Connell Company Retirement Plan — Form 5500 plan (The Connell Company)
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, The Connell Company Retirement Plan is a benefit plan reported by The Connell Company under EIN 22-1629235 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $120,414,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Connell Company
- EIN
- 22-1629235
- Plan number
- 001
- Plan type
- 2
- Location
- Berkeley Heights, NJ
- Latest filing year
- 2023
- Participants
- 212
- End-of-year plan assets
- $120,414,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 212 | H, C | 20250327100636NAL0026337376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,414,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $120,414,423
- Net assets (BOY)
- $103,166,260
Income & contributions
- Employer contributions
- $3,541,057
- Total contributions
- $3,541,057
- Total income / additions
- $19,047,203
Expenses & distributions
- Benefits paid
- $1,790,625
- Administrative expenses
- $8,415
- Total expenses
- $1,799,040
- Net increase / (decrease)
- $17,248,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $8,415 | $0 | 2023 |