Conicelli & Affiliated Dealerships 401(K) Profit Sharing Plan — Form 5500 plan (Conicelli & Affiliated Dealerships)
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, Conicelli & Affiliated Dealerships 401(K) Profit Sharing Plan is a benefit plan reported by Conicelli & Affiliated Dealerships under EIN 23-2731655 and plan number 001. The latest loaded filing year is 2023. The filing reports 559 participants and $34,916,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conicelli & Affiliated Dealerships
- EIN
- 23-2731655
- Plan number
- 001
- Plan type
- 2
- Location
- Conshohocken, PA
- Latest filing year
- 2023
- Participants
- 559
- End-of-year plan assets
- $34,916,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 559 | H, C | 20241004105732NAL0011329409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,916,072
- Total liabilities (EOY)
- $20,331
- Net assets (EOY)
- $34,895,741
- Net assets (BOY)
- $31,260,359
Income & contributions
- Employer contributions
- $219,098
- Participant contributions
- $1,762,978
- Total contributions
- $2,200,308
- Total income / additions
- $7,822,469
Expenses & distributions
- Benefits paid
- $4,039,893
- Administrative expenses
- $140,946
- Total expenses
- $4,187,087
- Net increase / (decrease)
- $3,635,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | NONE | $65,173 | $0 | 2023 |
| Empower Annuity Insurance Company | NONE | $51,974 | $0 | 2023 |
| Duncan Accounting & Tax Services | NONE | $26,870 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conicelli & Affiliated Dealerships
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Conshohocken, PA
- Cambridge Investment Research, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Duncan Accounting & Tax Services — Schedule C compensation