Connors Investor Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Connors Investor Services, Inc. (EIN 23-1716484) is a plan sponsor located in Wyomissing, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-1716484
Location
Wyomissing, PA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Connors Investor Services, Inc.

  • 1 loaded plans hold $8.4M in reported assets.
  • The largest, Connors Investor Services, Inc. Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 22 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.4MSummed across loaded plans$8,431,656
Total reported assets$8.4M$8,432,540
Total reported participants22
Total reported liabilities$884

Reported net position

Reported assets = net assets + liabilities (summed)$8.4M total assets
Net assets$8.4MLiabilities$884
Contributions & income
Employer contributions$275K
Participant contributionsNot reported
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$98.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Connors Investor Services, Inc. Profit Sharing Plan
Participants per plan22Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 22 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Connors Investor Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Connors Investor Services, Inc. Profit Sharing Plan22 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Connors Investor Services, Inc. report on Form 5500?
Connors Investor Services, Inc. (EIN 23-1716484) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Connors Investor Services, Inc.?
The Employer Identification Number (EIN) reported for Connors Investor Services, Inc. is 23-1716484.
What is the latest Form 5500 filing year for Connors Investor Services, Inc.?
The latest loaded Form 5500 filing year for Connors Investor Services, Inc. is 2023.

Related Form 5500 pages