Plan5500

Conn-Selmer 401(K) & Profit Sharing Plan — Form 5500 plan (Conn-Selmer, 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, Conn-Selmer 401(K) & Profit Sharing Plan is a benefit plan reported by Conn-Selmer, Inc. under EIN 95-4432228 and plan number 008. The latest loaded filing year is 2023. The filing reports 706 participants and $33,462,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conn-Selmer, Inc.
EIN
95-4432228
Plan number
008
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
706
End-of-year plan assets
$33,462,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023706H, C20241007150434NAL0016295313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,462,625
Total liabilities (EOY)
$0
Net assets (EOY)
$33,462,625
Net assets (BOY)
$29,024,278

Income & contributions

Employer contributions
$595,179
Participant contributions
$2,154,682
Total contributions
$3,962,270
Total income / additions
$8,799,111

Expenses & distributions

Benefits paid
$4,206,789
Administrative expenses
$109,746
Total expenses
$4,316,535
Net increase / (decrease)
$4,482,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prospera Financial ServicesADVISOR$53,160not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$44,886$02023
Samet CpaACCOUNTANT/AUDITOR$11,700not reported in the loaded dataset2023

Related Form 5500 pages