Concord Management, Ltd. 401(K) Plan — Form 5500 plan (Concord Management, Ltd.)
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 Management, Ltd. 401(K) Plan is a benefit plan reported by Concord Management, Ltd. under EIN 59-3337579 and plan number 001. The latest loaded filing year is 2023. The filing reports 655 participants and $34,585,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concord Management, Ltd.
- EIN
- 59-3337579
- Plan number
- 001
- Plan type
- 2
- Location
- Maitland, FL
- Latest filing year
- 2023
- Participants
- 655
- End-of-year plan assets
- $34,585,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 655 | H, C | 20240919085904NAL0005667057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,585,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,585,070
- Net assets (BOY)
- $30,136,775
Income & contributions
- Employer contributions
- $1,236,165
- Participant contributions
- $1,675,353
- Total contributions
- $2,954,903
- Total income / additions
- $7,870,797
Expenses & distributions
- Benefits paid
- $3,336,549
- Administrative expenses
- $74,621
- Total expenses
- $3,422,502
- Net increase / (decrease)
- $4,448,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,939 | $0 | 2023 |
| Cliftonlarsonallen Llp | AUDITOR | $20,600 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $15,782 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concord Management, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Maitland, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation