2023 Form 5500 filing — Conn-Selmer 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 20241007150434NAL0016295313001) for Conn-Selmer 401(K) & Profit Sharing Plan, reported by Conn-Selmer, Inc. under EIN 95-4432228 and plan number 008. It reports 706 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007150434NAL0016295313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conn-Selmer, Inc.
- EIN
- 95-4432228
- Plan number
- 008
- Location
- Elkhart, IN
- Participants
- 706
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,462,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,462,625
- Employer contributions
- $595,179
- Participant contributions
- $2,154,682
- Total income / additions
- $8,799,111
- Benefits paid
- $4,206,789
- Administrative expenses
- $109,746
- Total expenses
- $4,316,535
- Net increase / (decrease)
- $4,482,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prospera Financial Services | ADVISOR | $53,160 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $44,886 | $0 |
| Samet Cpa | ACCOUNTANT/AUDITOR | $11,700 | not reported in the loaded dataset |