Conrad Industries Retirement Plan — Form 5500 plan (Conrad Industries, 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, Conrad Industries Retirement Plan is a benefit plan reported by Conrad Industries, Inc. under EIN 72-1416999 and plan number 001. The latest loaded filing year is 2023. The filing reports 423 participants and $32,676,180 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conrad Industries, Inc.
EIN
72-1416999
Plan number
001
Plan type
2
Location
Morgan City, LA
Latest filing year
2023
Participants
423
End-of-year plan assets
$32,676,180

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20240807111842NAL0006215392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,676,180
Total liabilities (EOY)
$0
Net assets (EOY)
$32,676,180
Net assets (BOY)
$26,022,897

Income & contributions

Employer contributions
$871,916
Participant contributions
$1,815,921
Total contributions
$3,027,085
Total income / additions
$9,066,124

Expenses & distributions

Benefits paid
$2,425,110
Administrative expenses
-$10,964
Total expenses
$2,412,841
Net increase / (decrease)
$6,653,283

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$10,238not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$21,202$02023

Related Form 5500 pages