2023 Form 5500 filing — Concord Building And Design Center 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 20250115154146NAL0021923585001) for Concord Building And Design Center 401(K) Plan, reported by Concord Lumber Corporation under EIN 04-2482120 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115154146NAL0021923585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concord Lumber Corporation
- EIN
- 04-2482120
- Plan number
- 002
- Location
- Littleton, MA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,943,543
- Net assets (EOY)
- $6,943,543
- Employer contributions
- $108,891
- Participant contributions
- $384,957
- Total income / additions
- $1,733,925
- Benefits paid
- $459,790
- Administrative expenses
- $1,800
- Total expenses
- $463,883
- Net increase / (decrease)
- $1,270,042
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc | BROKERDEALER | $0 | $13,475 |
| Aegis Retirement Partners LLC | TPA | $0 | $5,097 |