Confie Holding Ii Co. 401(K) Plan — Form 5500 plan (Confie Holding Ii Co.)

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, Confie Holding Ii Co. 401(K) Plan is a benefit plan reported by Confie Holding Ii Co. under EIN 30-0448954 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,601 participants and $54,044,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Confie Holding Ii Co.
EIN
30-0448954
Plan number
001
Plan type
2
Location
Huntington Beach, CA
Latest filing year
2023
Participants
2,601
End-of-year plan assets
$54,044,814

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,601H, C20241011154630NAL0022257633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,044,814
Total liabilities (EOY)
$0
Net assets (EOY)
$54,044,814
Net assets (BOY)
$41,566,730

Income & contributions

Employer contributions
$967,772
Participant contributions
$8,024,053
Total contributions
$10,845,128
Total income / additions
$18,257,024

Expenses & distributions

Benefits paid
$6,412,055
Administrative expenses
$156,684
Total expenses
$6,574,244
Net increase / (decrease)
$11,682,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$156,684$02023

Related Form 5500 pages