2023 Form 5500 filing — Conaway & Conaway 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 20241004170626NAL0005856675001) for Conaway & Conaway 401(K) Plan, reported by Conaway & Conaway, Inc. under EIN 26-3991570 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$138.9KReported net assets$138,944
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241004170626NAL0005856675001
Plan sponsor
Conaway & Conaway, Inc.
EIN
26-3991570
Plan number
001
Location
Tustin, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$138.9K total assets
Net assets$138.9KLiabilities$0
Money in vs. money out
Total income / additions$160.8K
Total expenses$716.9K
Benefits paid / distributions$704.9K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$138,944
Total liabilities (EOY)
$0
Net assets (EOY)
$138,944
Employer contributions
$0
Participant contributions
$0
Total income / additions
$160,765
Benefits paid
$704,894
Administrative expenses
$12,042
Total expenses
$716,936
Net increase / (decrease)
-$556,171

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004170626NAL0005856675001 cover?
It is the 2023 Form 5500 filing for Conaway & Conaway 401(K) Plan, reported by Conaway & Conaway, Inc. (EIN 26-3991570).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages