Conesys, Inc. And Affiliated Companies 401 (K) Plan — Form 5500 plan (Conesys, 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, Conesys, Inc. And Affiliated Companies 401 (K) Plan is a benefit plan reported by Conesys, Inc. under EIN 95-4724210 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $9,416,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conesys, Inc.
- EIN
- 95-4724210
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $9,416,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20241003161119NAL0017558256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,416,000
- Net assets (EOY)
- $9,416,000
- Net assets (BOY)
- $9,029,934
Income & contributions
- Employer contributions
- $29
- Participant contributions
- $544,536
- Total contributions
- $544,565
- Total income / additions
- $1,600,392
Expenses & distributions
- Benefits paid
- $1,167,559
- Administrative expenses
- $40,572
- Total expenses
- $1,214,326
- Net increase / (decrease)
- $386,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,019 | $0 | 2023 |
| Morgan Stanley Insurance Services | BROKER/ADVISE R | $0 | $14,996 | 2023 |
| R-Tech Consultants, Inc. | CONTRACT ADMIN | $4,579 | $5,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,915 | $0 | 2023 |
| Arroyo Insurance Services Inc | CONSULTING | $6,096 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,354 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conesys, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation
- R-Tech Consultants, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Arroyo Insurance Services Inc — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation