Con Am 401k Retirement Plan — Form 5500 plan (Con Am Management Corporation)
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, Con Am 401k Retirement Plan is a benefit plan reported by Con Am Management Corporation under EIN 95-3809553 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,695 participants and $35,426,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Con Am Management Corporation
- EIN
- 95-3809553
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 1,695
- End-of-year plan assets
- $35,426,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,695 | H, C | 20240731132807NAL0021552737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,426,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,426,817
- Net assets (BOY)
- $30,135,640
Income & contributions
- Employer contributions
- $510,918
- Participant contributions
- $2,716,440
- Total contributions
- $3,400,660
- Total income / additions
- $7,686,944
Expenses & distributions
- Benefits paid
- $2,276,046
- Administrative expenses
- $113,833
- Total expenses
- $2,395,767
- Net increase / (decrease)
- $5,291,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | NONE | $60,854 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $36,928 | $0 | 2023 |
| Wright Ford Young & Co | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Con Am Management Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Nfp Retirement, Inc. — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation
- Wright Ford Young & Co — Schedule C compensation