2023 Form 5500 filing — Consolidated Equipment Group 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 20240807085212NAL0002008979001) for Consolidated Equipment Group Retirement Plan, reported by Consolidated Equipment Group LLC under EIN 46-0667951 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807085212NAL0002008979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Equipment Group LLC
- EIN
- 46-0667951
- Plan number
- 001
- Location
- Alexandria, MN
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,681,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,681,082
- Employer contributions
- $392,683
- Participant contributions
- $932,058
- Total income / additions
- $2,772,829
- Benefits paid
- $271,407
- Administrative expenses
- $31,020
- Total expenses
- $302,427
- Net increase / (decrease)
- $2,470,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | NONE | $21,006 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $10,014 | $0 |