Consolidated Supply Co., Inc. Employee Retirement Plan — Form 5500 plan (Consolidated Supply Co., 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, Consolidated Supply Co., Inc. Employee Retirement Plan is a benefit plan reported by Consolidated Supply Co., Inc. under EIN 47-0700954 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $19,434,930 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Consolidated Supply Co., Inc.
EIN
47-0700954
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
367
End-of-year plan assets
$19,434,930

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H, C20241003140558NAL0010646049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,434,930
Total liabilities (EOY)
$0
Net assets (EOY)
$19,434,930
Net assets (BOY)
$15,850,077

Income & contributions

Employer contributions
$226,619
Participant contributions
$1,572,256
Total contributions
$2,704,050
Total income / additions
$5,431,020

Expenses & distributions

Benefits paid
$1,782,266
Administrative expenses
$63,901
Total expenses
$1,846,167
Net increase / (decrease)
$3,584,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$38,901$02023
Da Davidson & CompanyADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages