2023 Form 5500 filing — Profit Sharing And Salary Deferral Plan Of Consolidated Supply Co.
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 20240807165316NAL0003944593001) for Profit Sharing And Salary Deferral Plan Of Consolidated Supply Co., reported by Consolidated Supply Co. under EIN 93-0145980 and plan number 001. It reports 721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807165316NAL0003944593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Supply Co.
- EIN
- 93-0145980
- Plan number
- 001
- Location
- Tigard, OR
- Participants
- 721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,450,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,450,972
- Employer contributions
- $2,610,993
- Participant contributions
- $3,489,085
- Total income / additions
- $14,334,655
- Benefits paid
- $3,495,614
- Administrative expenses
- $139,023
- Total expenses
- $3,634,637
- Net increase / (decrease)
- $10,700,018
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $77,932 | $0 |
| Cbiz Investment Advisory Services, | NONE | $41,163 | not reported in the loaded dataset |
| Delap | NONE | $15,000 | not reported in the loaded dataset |