Connell Resources, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Connell Resources, 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, Connell Resources, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Connell Resources, Inc. under EIN 84-0588541 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $30,716,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connell Resources, Inc.
EIN
84-0588541
Plan number
001
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
Participants
272
End-of-year plan assets
$30,716,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241009170026NAL0018794001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,716,741
Total liabilities (EOY)
$0
Net assets (EOY)
$30,716,741
Net assets (BOY)
$24,952,096

Income & contributions

Employer contributions
$1,607,758
Participant contributions
$1,194,314
Total contributions
$2,832,532
Total income / additions
$6,812,625

Expenses & distributions

Benefits paid
$942,315
Administrative expenses
$105,665
Total expenses
$1,047,980
Net increase / (decrease)
$5,764,645

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$109,415$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages