Connor Co. Employees' Savings And Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Connor Co.)
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, Connor Co. Employees' Savings And Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Connor Co. under EIN 37-0366580 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $59,766,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connor Co.
- EIN
- 37-0366580
- Plan number
- 001
- Plan type
- 2
- Location
- Peoria, IL
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $59,766,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240730103605NAL0011733731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,766,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,766,160
- Net assets (BOY)
- $50,888,875
Income & contributions
- Employer contributions
- $2,229,219
- Participant contributions
- $1,171,665
- Total contributions
- $3,400,884
- Total income / additions
- $11,393,515
Expenses & distributions
- Benefits paid
- $2,438,157
- Administrative expenses
- $78,073
- Total expenses
- $2,516,230
- Net increase / (decrease)
- $8,877,285
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| David Vaughan Investments, Inc. | FINANCIAL ADVISOR | $40,902 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants, LLC | RECORDKEEPER | $37,171 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | TRUSTEE | $0 | $18,853 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connor Co.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Peoria, IL
- David Vaughan Investments, Inc. — Schedule C compensation
- Alliance Pension Consultants, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation