Plan5500

Consor Engineers 401(K) Plan — Form 5500 plan (Consor Engineers, 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, Consor Engineers 401(K) Plan is a benefit plan reported by Consor Engineers, LLC under EIN 59-3221706 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,561 participants and $172,263,641 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Consor Engineers, LLC
EIN
59-3221706
Plan number
001
Plan type
3
Location
Lakewood, CO
Latest filing year
2023
Participants
1,561
End-of-year plan assets
$172,263,641

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,561H, C20241014151615NAL0015187875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$172,263,641
Total liabilities (EOY)
$0
Net assets (EOY)
$172,263,641
Net assets (BOY)
$119,723,979

Income & contributions

Employer contributions
$6,064,129
Participant contributions
$13,217,312
Total contributions
$22,679,529
Total income / additions
$48,245,098

Expenses & distributions

Benefits paid
$12,195,040
Administrative expenses
$178,057
Total expenses
$12,398,150
Net increase / (decrease)
$35,846,948

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$95,782$02023
Creative Planning LLCADVISOR$66,667not reported in the loaded dataset2023
Lockton Financial Advisors LLCADVISOR$13,333not reported in the loaded dataset2023

Related Form 5500 pages