Finn & Conway, Inc. 401k Profit Sharing Plan And Trust — Form 5500 plan (Finn & Conway, 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, Finn & Conway, Inc. 401k Profit Sharing Plan And Trust is a benefit plan reported by Finn & Conway, Inc. under EIN 36-2338571 and plan number 002. The latest loaded filing year is 2023. The filing reports 9 participants and $5,436,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Finn & Conway, Inc.
EIN
36-2338571
Plan number
002
Plan type
2
Location
Bridgeview, IL
Latest filing year
2023
Participants
9
End-of-year plan assets
$5,436,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239I20241014160009NAL0046718048005

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,436,377
Net assets (EOY)
$5,436,377
Net assets (BOY)
$5,119,203

Income & contributions

Employer contributions
$26,010
Participant contributions
$56,200
Total income / additions
$487,369

Expenses & distributions

Benefits paid
$169,711
Total expenses
$170,195
Net increase / (decrease)
$317,174

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages