2023 Form 5500 filing — Conesys, Inc. And Affiliated Companies 401 (K) 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 20241003161119NAL0017558256001) for Conesys, Inc. And Affiliated Companies 401 (K) Plan, reported by Conesys, Inc. under EIN 95-4724210 and plan number 001. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003161119NAL0017558256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conesys, Inc.
- EIN
- 95-4724210
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,416,000
- Net assets (EOY)
- $9,416,000
- Employer contributions
- $29
- Participant contributions
- $544,536
- Total income / additions
- $1,600,392
- Benefits paid
- $1,167,559
- Administrative expenses
- $40,572
- Total expenses
- $1,214,326
- Net increase / (decrease)
- $386,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,019 | $0 |
| Morgan Stanley Insurance Services | BROKER/ADVISE R | $0 | $14,996 |
| R-Tech Consultants, Inc. | CONTRACT ADMIN | $4,579 | $5,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,915 | $0 |
| Arroyo Insurance Services Inc | CONSULTING | $6,096 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $4,354 | $0 |