Consolidated Shoe Company, Inc. Employee Stock Ownership And Savings Plan — Form 5500 plan (Consolidated Shoe Company, 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 Shoe Company, Inc. Employee Stock Ownership And Savings Plan is a benefit plan reported by Consolidated Shoe Company, Inc. under EIN 54-0180070 and plan number 002. The latest loaded filing year is 2023. The filing reports 77 participants and $2,495,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consolidated Shoe Company, Inc.
- EIN
- 54-0180070
- Plan number
- 002
- Plan type
- 2
- Location
- Lynchburg, VA
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $2,495,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | I, C | 20241015103626NAL0029272417001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,495,731
- Total liabilities (EOY)
- $2,111
- Net assets (EOY)
- $2,493,620
- Net assets (BOY)
- $2,107,791
Income & contributions
- Employer contributions
- $11,372
- Participant contributions
- $76,627
- Total income / additions
- $522,427
Expenses & distributions
- Benefits paid
- $127,536
- Total expenses
- $136,598
- Net increase / (decrease)
- $385,829
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $5,517 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $4,634 | $0 | 2023 |
| Advised Assets Group, LLC | INVESTMENT MGMT | $1,086 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | CONTRACT ADMIN | $330 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consolidated Shoe Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Lynchburg, VA
- Global Retirement Partners LLC — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Advised Assets Group, LLC — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation