Conley Partnership Inc. Retirement Plan — Form 5500 plan (Conley Partnership 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, Conley Partnership Inc. Retirement Plan is a benefit plan reported by Conley Partnership Inc. under EIN 81-4230194 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $2,481,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conley Partnership Inc.
- EIN
- 81-4230194
- Plan number
- 001
- Plan type
- 2
- Location
- Plain City, OH
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $2,481,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240718120228NAL0011702818001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,481,674
- Net assets (EOY)
- $2,481,674
- Net assets (BOY)
- $2,355,048
Income & contributions
- Total income / additions
- $129,441
Expenses & distributions
- Administrative expenses
- $2,815
- Total expenses
- $2,815
- Net increase / (decrease)
- $126,626
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.