Consolidated Equipment Group Retirement Plan — Form 5500 plan (Consolidated Equipment Group 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, Consolidated Equipment Group Retirement Plan is a benefit plan reported by Consolidated Equipment Group LLC under EIN 46-0667951 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $9,681,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consolidated Equipment Group LLC
- EIN
- 46-0667951
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, MN
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $9,681,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20240807085212NAL0002008979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,681,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,681,082
- Net assets (BOY)
- $7,210,680
Income & contributions
- Employer contributions
- $392,683
- Participant contributions
- $932,058
- Total contributions
- $1,324,741
- Total income / additions
- $2,772,829
Expenses & distributions
- Benefits paid
- $271,407
- Administrative expenses
- $31,020
- Total expenses
- $302,427
- Net increase / (decrease)
- $2,470,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | NONE | $21,006 | not reported in the loaded dataset | 2023 |
| Minnesota Life Insurance Company | NONE | $10,014 | $0 | 2023 |