Conger Industries Inc Employees 401k Plan & Trust — Form 5500 plan (Conger Industries, 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, Conger Industries Inc Employees 401k Plan & Trust is a benefit plan reported by Conger Industries, Inc. under EIN 39-1127208 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $10,433,693 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conger Industries, Inc.
EIN
39-1127208
Plan number
001
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
146
End-of-year plan assets
$10,433,693

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20241014102132NAL0025913329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,433,693
Total liabilities (EOY)
$0
Net assets (EOY)
$10,433,693
Net assets (BOY)
$8,303,653

Income & contributions

Employer contributions
$337,747
Participant contributions
$761,399
Total contributions
$1,230,291
Total income / additions
$2,742,267

Expenses & distributions

Benefits paid
$562,096
Administrative expenses
$50,131
Total expenses
$612,227
Net increase / (decrease)
$2,130,040

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nicolet National BankINVESTMENT ADVISOR$27,632$02023
Pension Inc.THIRD PARTY ADMINISTRATO$22,499$02023

Related Form 5500 pages