2023 Form 5500 filing — Classic Home 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 20260309110604NAL0002535698001) for Classic Home 401(K) Plan, reported by Classic Concepts, Inc. under EIN 85-0384815 and plan number 003. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260309110604NAL0002535698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Classic Concepts, Inc.
- EIN
- 85-0384815
- Plan number
- 003
- Location
- Vernon, CA
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,548,851
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,548,851
- Employer contributions
- $438,344
- Participant contributions
- $692,342
- Total income / additions
- $2,011,478
- Benefits paid
- $1,046,603
- Administrative expenses
- $46,012
- Total expenses
- $1,097,321
- Net increase / (decrease)
- $914,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,712 | $0 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $18,055 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGT | $9,236 | not reported in the loaded dataset |
| Troug-Ryding Company, Inc. | CONTRACT ADMIN | $1,950 | not reported in the loaded dataset |