Plan5500

The Conlan Company 401k Plan — Form 5500 plan (The Conlan Company)

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, The Conlan Company 401k Plan is a benefit plan reported by The Conlan Company under EIN 58-1751974 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $17,775,076 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Conlan Company
EIN
58-1751974
Plan number
001
Plan type
2
Location
Marietta, GA
Latest filing year
2023
Participants
818
End-of-year plan assets
$17,775,076

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023818H, C20241004071619NAL0011855233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,775,076
Total liabilities (EOY)
$0
Net assets (EOY)
$17,775,076
Net assets (BOY)
$14,675,488

Income & contributions

Employer contributions
$222,194
Participant contributions
$1,410,942
Total contributions
$1,641,456
Total income / additions
$4,770,418

Expenses & distributions

Benefits paid
$1,512,965
Administrative expenses
$15,706
Total expenses
$1,670,830
Net increase / (decrease)
$3,099,588

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCSERVICE PROVIDER$0$25,8442023
Northwestern Mutual Wealth ManagemeSERVICE PROVIDER$0$20,6692023
Smith Adcock And CompanySERVICE PROVIDER$7,611not reported in the loaded dataset2023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$6,132$02023

Related Form 5500 pages