Cl Connell, Incorporated Retirement Plan — Form 5500 plan (Cl Connell, Incorporated)
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, Cl Connell, Incorporated Retirement Plan is a benefit plan reported by Cl Connell, Incorporated under EIN 81-4456643 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $782,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cl Connell, Incorporated
- EIN
- 81-4456643
- Plan number
- 001
- Plan type
- 2
- Location
- Waynesboro, VA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $782,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240610094941NAL0026520833001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $782,718
- Net assets (EOY)
- $782,718
- Net assets (BOY)
- $661,992
Income & contributions
- Employer contributions
- $5,055
- Total income / additions
- $124,149
Expenses & distributions
- Administrative expenses
- $3,423
- Total expenses
- $3,423
- Net increase / (decrease)
- $120,726
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.