Concord Publishing House, Inc. 401(K) Retirement Plan — Form 5500 plan (Concord Publishing House, 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, Concord Publishing House, Inc. 401(K) Retirement Plan is a benefit plan reported by Concord Publishing House, Inc. under EIN 43-0894931 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $7,902,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concord Publishing House, Inc.
EIN
43-0894931
Plan number
001
Plan type
2
Location
Cape Girardeau, MO
Latest filing year
2023
Participants
295
End-of-year plan assets
$7,902,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20240910155833NAL0007125025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,902,647
Total liabilities (EOY)
$0
Net assets (EOY)
$7,902,647
Net assets (BOY)
$7,255,556

Income & contributions

Employer contributions
$0
Participant contributions
$165,984
Total contributions
$165,984
Total income / additions
$1,143,112

Expenses & distributions

Benefits paid
$494,962
Administrative expenses
$1,059
Total expenses
$496,021
Net increase / (decrease)
$647,091

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$18,4362023
Fidelity Investments InstitutionalRECORDKEEPER$1,059$02023

Related Form 5500 pages