2023 Form 5500 filing — Con Am 401k Retirement 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 20240731132807NAL0021552737001) for Con Am 401k Retirement Plan, reported by Con Am Management Corporation under EIN 95-3809553 and plan number 001. It reports 1,695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731132807NAL0021552737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Con Am Management Corporation
- EIN
- 95-3809553
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 1,695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,426,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,426,817
- Employer contributions
- $510,918
- Participant contributions
- $2,716,440
- Total income / additions
- $7,686,944
- Benefits paid
- $2,276,046
- Administrative expenses
- $113,833
- Total expenses
- $2,395,767
- Net increase / (decrease)
- $5,291,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | NONE | $60,854 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $36,928 | $0 |
| Wright Ford Young & Co | NONE | $14,500 | not reported in the loaded dataset |