2023 Form 5500 filing — Us Conec Investment 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 20240731124644NAL0022232609001) for Us Conec Investment Plan, reported by Us Conec Ltd. under EIN 56-1775843 and plan number 002. It reports 374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731124644NAL0022232609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Us Conec Ltd.
- EIN
- 56-1775843
- Plan number
- 002
- Location
- Hickory, NC
- Participants
- 374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,665,939
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,665,939
- Employer contributions
- $1,025,797
- Participant contributions
- $1,671,420
- Total income / additions
- $6,724,930
- Benefits paid
- $3,372,284
- Administrative expenses
- $59,951
- Total expenses
- $3,448,944
- Net increase / (decrease)
- $3,275,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captrust Financial Advisors | NONE | $34,597 | not reported in the loaded dataset |
| John Hancock Retirment Plan Svrcs | RETAINED BY EMPLOYER | $25,354 | $0 |