The Connor Group 401(K) Profit Sharing Plan — Form 5500 plan (The Connor Group, A Real Estate Investment Firm, LLC)
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, The Connor Group 401(K) Profit Sharing Plan is a benefit plan reported by The Connor Group, A Real Estate Investment Firm, LLC under EIN 31-1313904 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $15,270,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Connor Group, A Real Estate Investment Firm, LLC
- EIN
- 31-1313904
- Plan number
- 001
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $15,270,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20241014165825NAL0026773361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,270,694
- Total liabilities (EOY)
- $5,783
- Net assets (EOY)
- $15,264,911
- Net assets (BOY)
- $11,029,532
Income & contributions
- Employer contributions
- $940,298
- Participant contributions
- $1,738,869
- Total contributions
- $2,817,772
- Total income / additions
- $5,041,952
Expenses & distributions
- Benefits paid
- $729,635
- Administrative expenses
- $76,938
- Total expenses
- $806,573
- Net increase / (decrease)
- $4,235,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Retirement Plan Company | NONE | $60,806 | not reported in the loaded dataset | 2023 |
| Horan Securities, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Matrix | NONE | $6,132 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Connor Group, A Real Estate Investment Firm, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Miamisburg, OH
- The Retirement Plan Company — Schedule C compensation
- Horan Securities, Inc. — Schedule C compensation
- Matrix — Schedule C compensation