2023 Form 5500 filing — The Convention Store, Inc. 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 20240806081547NAL0004707538001) for The Convention Store, Inc. Retirement Plan, reported by The Convention Store, Inc. under EIN 52-1481168 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806081547NAL0004707538001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Convention Store, Inc.
- EIN
- 52-1481168
- Plan number
- 001
- Location
- Millersville, MD
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,403,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,403,267
- Employer contributions
- $147,359
- Participant contributions
- $285,135
- Total income / additions
- $1,009,000
- Benefits paid
- $104,096
- Administrative expenses
- $33,369
- Total expenses
- $137,465
- Net increase / (decrease)
- $871,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | RECORDKEEPER | $34,969 | $0 |