Connors Group Safe Harbor 401k Profit Sharing Plan — Form 5500 plan (Connors & Associates LLC Dba Connors Group)
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, Connors Group Safe Harbor 401k Profit Sharing Plan is a benefit plan reported by Connors & Associates LLC Dba Connors Group under EIN 26-2369273 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $15,563,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connors & Associates LLC Dba Connors Group
- EIN
- 26-2369273
- Plan number
- 001
- Plan type
- 2
- Location
- Canonsburg, PA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $15,563,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241010100846NAL0033767808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,563,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,563,843
- Net assets (BOY)
- $11,932,463
Income & contributions
- Employer contributions
- $708,109
- Participant contributions
- $1,349,631
- Total contributions
- $2,233,664
- Total income / additions
- $4,764,736
Expenses & distributions
- Benefits paid
- $1,097,271
- Administrative expenses
- $36,085
- Total expenses
- $1,133,356
- Net increase / (decrease)
- $3,631,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $36,085 | $0 | 2023 |
| Carnegie Investment Councel | SERVICE PROVIDER | $0 | $26,823 | 2023 |