2023 Form 5500 filing — Consolidated Supply Co., Inc. Employee 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 20241003140558NAL0010646049001) for Consolidated Supply Co., Inc. Employee Retirement Plan, reported by Consolidated Supply Co., Inc. under EIN 47-0700954 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003140558NAL0010646049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Supply Co., Inc.
- EIN
- 47-0700954
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,434,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,434,930
- Employer contributions
- $226,619
- Participant contributions
- $1,572,256
- Total income / additions
- $5,431,020
- Benefits paid
- $1,782,266
- Administrative expenses
- $63,901
- Total expenses
- $1,846,167
- Net increase / (decrease)
- $3,584,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,901 | $0 |
| Da Davidson & Company | ADVISOR | $25,000 | not reported in the loaded dataset |