2023 Form 5500 filing — Connors Investor Services, Inc. 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 20241008185245NAL0017225217001) for Connors Investor Services, Inc. Profit Sharing Plan, reported by Connors Investor Services, Inc. under EIN 23-1716484 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,431,656
Participants22
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008185245NAL0017225217001
Plan sponsor
Connors Investor Services, Inc.
EIN
23-1716484
Plan number
001
Location
Wyomissing, PA
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)$8.4M total assets
Net assets$8.4MLiabilities$884
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$275K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,432,540
Total liabilities (EOY)
$884
Net assets (EOY)
$8,431,656
Employer contributions
$275,000
Total income / additions
$1,579,190
Benefits paid
$1,469,743
Administrative expenses
$11,021
Total expenses
$1,480,764
Net increase / (decrease)
$98,426

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008185245NAL0017225217001 cover?
It is the 2023 Form 5500 filing for Connors Investor Services, Inc. Profit Sharing Plan, reported by Connors Investor Services, Inc. (EIN 23-1716484).
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