Connor Group, Inc. 401(K) Plan — Form 5500 plan (Connor Group, Inc.)

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, Connor Group, Inc. 401(K) Plan is a benefit plan reported by Connor Group, Inc. under EIN 32-0445452 and plan number 001. The latest loaded filing year is 2023. The filing reports 691 participants and $50,154,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connor Group, Inc.
EIN
32-0445452
Plan number
001
Plan type
2
Location
Reno, NV
Latest filing year
2023
Participants
691
End-of-year plan assets
$50,154,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023691H, C20240926112644NAL0001166498001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,154,000
Total liabilities (EOY)
$0
Net assets (EOY)
$50,154,000
Net assets (BOY)
$34,634,110

Income & contributions

Employer contributions
$1,501,137
Participant contributions
$6,948,652
Total contributions
$10,292,028
Total income / additions
$18,300,768

Expenses & distributions

Benefits paid
$2,773,739
Administrative expenses
$6,934
Total expenses
$2,780,878
Net increase / (decrease)
$15,519,890

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,693$02023

Related Form 5500 pages