The Conrad Company 401(K) Plan — Form 5500 plan (Conrad Company Holdings, 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, The Conrad Company 401(K) Plan is a benefit plan reported by Conrad Company Holdings, LLC under EIN 87-3711410 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $8,946,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conrad Company Holdings, LLC
- EIN
- 87-3711410
- Plan number
- 002
- Plan type
- 2
- Location
- York, PA
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $8,946,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241008121421NAL0029781424001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,946,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,946,921
- Net assets (BOY)
- $8,771,712
Income & contributions
- Employer contributions
- $119,338
- Participant contributions
- $757,958
- Total contributions
- $900,738
- Total income / additions
- $2,083,308
Expenses & distributions
- Benefits paid
- $1,842,040
- Administrative expenses
- $38,805
- Total expenses
- $1,908,099
- Net increase / (decrease)
- $175,209
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $17,725 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insur Co Of America | RECORDKEEPER | $15,288 | $0 | 2023 |
| Pa Retirement Solutions, Inc. | CONTRACT ADMIN | $3,400 | $8,427 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conrad Company Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in York, PA
- Rbc Capital Markets LLC — Schedule C compensation
- Empower Annuity Insur Co Of America — Schedule C compensation
- Pa Retirement Solutions, Inc. — Schedule C compensation