2023 Form 5500 filing — Conn-Weld Industries, LLC 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240719081312NAL0010792144001) for Conn-Weld Industries, LLC 401(K) Plan, reported by Conn-Weld Industries, LLC under EIN 85-2047885 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240719081312NAL0010792144001
Filing year
2023
Form type
2
Plan sponsor
Conn-Weld Industries, LLC
EIN
85-2047885
Plan number
001
Location
Princeton, WV
Participants
273
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,351,382
Total liabilities (EOY)
$0
Net assets (EOY)
$14,351,382
Employer contributions
$508,989
Participant contributions
$876,187
Total income / additions
$3,238,258
Benefits paid
$2,952,091
Administrative expenses
$2,664
Total expenses
$2,969,391
Net increase / (decrease)
$268,867
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$3,462$0
Empower Advisory Group, LLCINVESTMENT MGMT$926not reported in the loaded dataset

Related Form 5500 pages