Conley Publishing Group, Ltd. 401(K) Savings Plan — Form 5500 plan (Conley Publishing Group, Ltd.)

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, Conley Publishing Group, Ltd. 401(K) Savings Plan is a benefit plan reported by Conley Publishing Group, Ltd. under EIN 39-1486867 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $7,495,832 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conley Publishing Group, Ltd.
EIN
39-1486867
Plan number
001
Plan type
2
Location
Beaver Dam, WI
Latest filing year
2023
Participants
132
End-of-year plan assets
$7,495,832

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20241010132501NAL0034128784001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,495,832
Total liabilities (EOY)
$0
Net assets (EOY)
$7,495,832
Net assets (BOY)
$7,345,916

Income & contributions

Participant contributions
$214,697
Total contributions
$214,697
Total income / additions
$1,428,698

Expenses & distributions

Benefits paid
$1,241,867
Administrative expenses
$36,915
Total expenses
$1,278,782
Net increase / (decrease)
$149,916

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dubuque Bank And Trust CompanyNONE$36,915$02023

Related Form 5500 pages