Concurrent Technologies Corporation Retirement Savings Plan — Form 5500 plan (Concurrent Technologies Corporation)

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, Concurrent Technologies Corporation Retirement Savings Plan is a benefit plan reported by Concurrent Technologies Corporation under EIN 25-1556708 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,574 participants and $207,915,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concurrent Technologies Corporation
EIN
25-1556708
Plan number
002
Plan type
2
Location
Johnstown, PA
Latest filing year
2023
Participants
1,574
End-of-year plan assets
$207,915,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,574H, C20250106143217NAL0016307410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$207,915,785
Total liabilities (EOY)
$0
Net assets (EOY)
$207,915,785
Net assets (BOY)
$182,480,069

Income & contributions

Employer contributions
$2,702,714
Participant contributions
$3,162,613
Total contributions
$7,540,894
Total income / additions
$33,997,570

Expenses & distributions

Benefits paid
$8,435,504
Administrative expenses
$126,350
Total expenses
$8,561,854
Net increase / (decrease)
$25,435,716

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCNONE$53,176not reported in the loaded dataset2023
TiaaNONE$45,854$02023
Bdo Usa, LlpNONE$18,344not reported in the loaded dataset2023
Buchanan Ingersoll & Rooney PcNONE$8,976not reported in the loaded dataset2023

Related Form 5500 pages