Conestoga Wood Employees' 401(K) Plan — Form 5500 plan (Conestoga Wood Specialties Corp.)
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, Conestoga Wood Employees' 401(K) Plan is a benefit plan reported by Conestoga Wood Specialties Corp. under EIN 23-2861388 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,257 participants and $88,386,090 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conestoga Wood Specialties Corp.
- EIN
- 23-2861388
- Plan number
- 001
- Plan type
- 2
- Location
- East Earl, PA
- Latest filing year
- 2023
- Participants
- 1,257
- End-of-year plan assets
- $88,386,090
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,257 | H, C | 20240923080842NAL0006521763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,386,090
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,386,090
- Net assets (BOY)
- $75,896,785
Income & contributions
- Employer contributions
- $1,095,106
- Participant contributions
- $3,648,558
- Total contributions
- $5,087,842
- Total income / additions
- $18,091,218
Expenses & distributions
- Benefits paid
- $5,427,573
- Administrative expenses
- $154,742
- Total expenses
- $5,601,913
- Net increase / (decrease)
- $12,489,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $90,221 | $0 | 2023 |
| Sterling Investment Advisors Ltd | ADVISOR | $54,969 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,552 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conestoga Wood Specialties Corp.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in East Earl, PA
- Fidelity Investments Institutional — Schedule C compensation
- Sterling Investment Advisors Ltd — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation