2023 Form 5500 filing — Exhibit Concepts, Inc. 401(K) Profit Sharing 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 20240909071703NAL0005187393001) for Exhibit Concepts, Inc. 401(K) Profit Sharing Plan, reported by Exhibit Concepts, Inc. under EIN 31-0938752 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909071703NAL0005187393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exhibit Concepts, Inc.
- EIN
- 31-0938752
- Plan number
- 001
- Location
- Vandalia, OH
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,020,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,020,247
- Participant contributions
- $545,163
- Total income / additions
- $2,039,362
- Benefits paid
- $672,526
- Administrative expenses
- $36,300
- Total expenses
- $709,399
- Net increase / (decrease)
- $1,329,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consolidated Financial Mgmt Grp LLC | INVESTMENT ADVISOR | $24,936 | not reported in the loaded dataset |
| Empower Annuity Insur Co Of Amer | RECORDKEEPER | $18,499 | $0 |
| Clark Schaefer Hacket & Co | CONTRACT ADMIN | $4,522 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $3,325 | not reported in the loaded dataset |