Contegra Employee Stock Ownership Plan — Form 5500 plan (Contegra Holdings, 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, Contegra Employee Stock Ownership Plan is a benefit plan reported by Contegra Holdings, Inc. under EIN 88-3063335 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $9,023,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Contegra Holdings, Inc.
- EIN
- 88-3063335
- Plan number
- 001
- Plan type
- 2
- Location
- Edwardsville, IL
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $9,023,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20241008144628NAL0034127122001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,023,282
- Total liabilities (EOY)
- $37,419,856
- Net assets (EOY)
- -$28,396,574
- Net assets (BOY)
- -$29,879,311
Income & contributions
- Employer contributions
- $1,513,670
- Participant contributions
- $0
- Total income / additions
- $2,663,669
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $1,180,932
- Net increase / (decrease)
- $1,482,737
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.