Plain-English plan 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, Connell Foley, Llp Employees 401(K) Profit Sharing Plan is a benefit plan reported by Connell Foley, Llp under EIN 22-1500072 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $126,506,473 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,506,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,506,473
- Net assets (BOY)
- $112,413,984
Income & contributions
- Employer contributions
- $2,352,044
- Participant contributions
- $2,350,079
- Total contributions
- $4,870,352
- Total income / additions
- $24,761,544
Expenses & distributions
- Benefits paid
- $10,584,260
- Administrative expenses
- $84,795
- Total expenses
- $10,669,055
- Net increase / (decrease)
- $14,092,489