Conn'S 401(K) Retirement Savings Plan — Form 5500 plan (Conn Appliances, 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, Conn'S 401(K) Retirement Savings Plan is a benefit plan reported by Conn Appliances, Inc. under EIN 74-1290706 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,623 participants and $49,565,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conn Appliances, Inc.
- EIN
- 74-1290706
- Plan number
- 003
- Plan type
- 2
- Location
- The Woodlands, TX
- Latest filing year
- 2023
- Participants
- 3,623
- End-of-year plan assets
- $49,565,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,623 | H, C | 20241014141407NAL0027527025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,565,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,565,925
- Net assets (BOY)
- $42,087,775
Income & contributions
- Employer contributions
- $2,059,017
- Participant contributions
- $4,043,516
- Total contributions
- $6,464,376
- Total income / additions
- $12,989,572
Expenses & distributions
- Benefits paid
- $5,280,503
- Administrative expenses
- $225,713
- Total expenses
- $5,511,422
- Net increase / (decrease)
- $7,478,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $118,701 | $0 | 2023 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $46,990 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,993 | not reported in the loaded dataset | 2023 |
| Mcconnell & Jones Llp | OTHER | $20,125 | not reported in the loaded dataset | 2023 |
| Administrative Fiduciary Services I | OTHER | $10,904 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conn Appliances, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in The Woodlands, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Regions Bank Dba Regions Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mcconnell & Jones Llp — Schedule C compensation
- Administrative Fiduciary Services I — Schedule C compensation