Plan5500

Conn-Selmer Union Employee'S 401(K) 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 Union Employee'S 401(K) Plan is a benefit plan reported by Conn-Selmer, Inc. under EIN 95-4432228 and plan number 009. The latest loaded filing year is 2023. The filing reports 292 participants and $5,447,674 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
009
Plan type
2
Location
Elkhart, IN
Latest filing year
2023
Participants
292
End-of-year plan assets
$5,447,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20241007145438NAL0026476768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,447,674
Total liabilities (EOY)
$0
Net assets (EOY)
$5,447,674
Net assets (BOY)
$4,924,797

Income & contributions

Employer contributions
$173,135
Participant contributions
$505,784
Total contributions
$680,725
Total income / additions
$1,598,903

Expenses & distributions

Benefits paid
$1,088,951
Administrative expenses
$31,304
Total expenses
$1,120,255
Net increase / (decrease)
$478,648

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$12,714$02023
Samet CpaACCOUNTANT/AUDITOR$11,700not reported in the loaded dataset2023
Prospera Financial ServicesADVISOR$6,890not reported in the loaded dataset2023

Related Form 5500 pages