Condon Companies Savings & Retirement Plan — Form 5500 plan (Condon Companies)
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, Condon Companies Savings & Retirement Plan is a benefit plan reported by Condon Companies under EIN 39-0704880 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $7,149,099 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Condon Companies
- EIN
- 39-0704880
- Plan number
- 002
- Plan type
- 2
- Location
- Ripon, WI
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $7,149,099
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241002134436NAL0004839251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,149,099
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,149,099
- Net assets (BOY)
- $6,019,341
Income & contributions
- Employer contributions
- $149,133
- Participant contributions
- $351,093
- Total contributions
- $500,967
- Total income / additions
- $1,470,031
Expenses & distributions
- Benefits paid
- $333,210
- Administrative expenses
- $6,814
- Total expenses
- $340,273
- Net increase / (decrease)
- $1,129,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $6,814 | $0 | 2023 |