2023 Form 5500 filing — The Conti Group LLC Employees' 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 20241009130218NAL0009220339001) for The Conti Group LLC Employees' 401(K) Plan, reported by The Conti Group LLC under EIN 83-2367830 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130218NAL0009220339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Conti Group LLC
- EIN
- 83-2367830
- Plan number
- 001
- Location
- New Hope, PA
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,206,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,206,970
- Employer contributions
- $720,457
- Participant contributions
- $1,659,545
- Total income / additions
- $6,064,693
- Benefits paid
- $6,726,934
- Administrative expenses
- $98,908
- Total expenses
- $6,825,842
- Net increase / (decrease)
- -$761,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| New York Life Insurance | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,187 | $0 |
| Sageview Advisory Group, LLC | OTHER | $20,000 | not reported in the loaded dataset |