2023 Form 5500 filing — Concord, Usa, LLC 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 20241015154022NAL0028972225001) for Concord, Usa, LLC 401(K) Plan, reported by Concord, Usa, LLC under EIN 56-2334885 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.3MReported net assets$17,345,074
Participants385
Provider compensation$113.7K3 Schedule C row(s)$113,654
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015154022NAL0028972225001
- Plan sponsor
- Concord, Usa, LLC
- EIN
- 56-2334885
- Plan number
- 001
- Location
- Hopkins, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.3M total assets
Net assets$17.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,345,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,345,074
- Employer contributions
- $936,999
- Participant contributions
- $2,667,633
- Total income / additions
- $6,580,831
- Benefits paid
- $3,825,851
- Administrative expenses
- $105,088
- Total expenses
- $3,930,939
- Net increase / (decrease)
- $2,649,892
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concorde Asset Management | OTHER | $63,867 | not reported in the loaded dataset |
| The Finway Group | TPA | $26,817 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $22,970 | not reported in the loaded dataset |