The Convention Store, Inc. Retirement Plan — Form 5500 plan (The Convention Store, 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, The Convention Store, Inc. Retirement Plan is a benefit plan reported by The Convention Store, Inc. under EIN 52-1481168 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $4,403,267 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Convention Store, Inc.
EIN
52-1481168
Plan number
001
Plan type
2
Location
Millersville, MD
Latest filing year
2023
Participants
154
End-of-year plan assets
$4,403,267

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240806081547NAL0004707538001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,403,267
Total liabilities (EOY)
$0
Net assets (EOY)
$4,403,267
Net assets (BOY)
$3,531,732

Income & contributions

Employer contributions
$147,359
Participant contributions
$285,135
Total contributions
$437,811
Total income / additions
$1,009,000

Expenses & distributions

Benefits paid
$104,096
Administrative expenses
$33,369
Total expenses
$137,465
Net increase / (decrease)
$871,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.RECORDKEEPER$34,969$02023

Related Form 5500 pages