2023 Form 5500 filing — Concepts Of Independence, Inc. Defined Benefit Pension

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 20240918091347NAL0001617475001) for Concepts Of Independence, Inc. Defined Benefit Pension, reported by Concepts Of Independence, Inc. under EIN 51-0239824 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$55.7KReported net assets$55,744
Participants107
Provider compensation$86.5K2 Schedule C row(s)$86,450
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918091347NAL0001617475001
Plan sponsor
Concepts Of Independence, Inc.
EIN
51-0239824
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$329K total assets
Net assets$55.7KLiabilities$273.2K
Money in vs. money out
Total income / additions$3.3M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$3.3M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$328,957
Total liabilities (EOY)
$273,213
Net assets (EOY)
$55,744
Employer contributions
$3,325,847
Total income / additions
$3,325,861
Benefits paid
$3,489,848
Administrative expenses
$134,850
Total expenses
$3,624,698
Net increase / (decrease)
-$298,837
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    N/A · Direct $72.5K
  2. 2
    N/A · Direct $13.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918091347NAL0001617475001 cover?
It is the 2023 Form 5500 filing for Concepts Of Independence, Inc. Defined Benefit Pension, reported by Concepts Of Independence, Inc. (EIN 51-0239824).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages