Cone Distributing, Inc. 401(K) Plan — Form 5500 plan (Cone Distributing, Inc.)

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, Cone Distributing, Inc. 401(K) Plan is a benefit plan reported by Cone Distributing, Inc. under EIN 59-2485014 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $16,389,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cone Distributing, Inc.
EIN
59-2485014
Plan number
001
Plan type
2
Location
Ocala, FL
Latest filing year
2023
Participants
344
End-of-year plan assets
$16,389,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20241003150322NAL0004935107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,389,798
Total liabilities (EOY)
$0
Net assets (EOY)
$16,389,798
Net assets (BOY)
$13,424,569

Income & contributions

Employer contributions
$547,645
Participant contributions
$1,628,992
Total contributions
$2,176,637
Total income / additions
$4,214,248

Expenses & distributions

Benefits paid
$1,167,260
Administrative expenses
$81,759
Total expenses
$1,249,019
Net increase / (decrease)
$2,965,229

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$48,018$02023
Northwestern Mutual Wealth Mgmt CoADVISOR$33,741not reported in the loaded dataset2023

Related Form 5500 pages