Plan5500

Concord, Usa, LLC 401(K) Plan — Form 5500 plan (Concord, Usa, 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, Concord, Usa, LLC 401(K) Plan is a benefit plan reported by Concord, Usa, LLC under EIN 56-2334885 and plan number 001. The latest loaded filing year is 2023. The filing reports 385 participants and $17,345,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concord, Usa, LLC
EIN
56-2334885
Plan number
001
Plan type
2
Location
Hopkins, MN
Latest filing year
2023
Participants
385
End-of-year plan assets
$17,345,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023385H, C20241015154022NAL0028972225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,345,074
Total liabilities (EOY)
$0
Net assets (EOY)
$17,345,074
Net assets (BOY)
$9,088,164

Income & contributions

Employer contributions
$936,999
Participant contributions
$2,667,633
Total contributions
$4,368,727
Total income / additions
$6,580,831

Expenses & distributions

Benefits paid
$3,825,851
Administrative expenses
$105,088
Total expenses
$3,930,939
Net increase / (decrease)
$2,649,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Concorde Asset ManagementOTHER$63,867not reported in the loaded dataset2023
The Finway GroupTPA$26,817not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$22,970not reported in the loaded dataset2023

Related Form 5500 pages