Classic Home 401(K) Plan — Form 5500 plan (Classic Concepts, 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, Classic Home 401(K) Plan is a benefit plan reported by Classic Concepts, Inc. under EIN 85-0384815 and plan number 003. The latest loaded filing year is 2023. The filing reports 282 participants and $5,548,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Classic Concepts, Inc.
- EIN
- 85-0384815
- Plan number
- 003
- Plan type
- 2
- Location
- Vernon, CA
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $5,548,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20260309110604NAL0002535698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,548,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,548,851
- Net assets (BOY)
- $4,634,694
Income & contributions
- Employer contributions
- $438,344
- Participant contributions
- $692,342
- Total contributions
- $1,296,022
- Total income / additions
- $2,011,478
Expenses & distributions
- Benefits paid
- $1,046,603
- Administrative expenses
- $46,012
- Total expenses
- $1,097,321
- Net increase / (decrease)
- $914,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,712 | $0 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $18,055 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $9,236 | not reported in the loaded dataset | 2023 |
| Troug-Ryding Company, Inc. | CONTRACT ADMIN | $1,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Classic Concepts, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Vernon, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Troug-Ryding Company, Inc. — Schedule C compensation