Connexus Resource Group 401(K) Plan — Form 5500 plan (Connexus Resource Group, 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, Connexus Resource Group 401(K) Plan is a benefit plan reported by Connexus Resource Group, Inc. under EIN 83-1263291 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,318 participants and $6,871,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connexus Resource Group, Inc.
EIN
83-1263291
Plan number
001
Plan type
2
Location
American Fork, UT
Latest filing year
2023
Participants
4,318
End-of-year plan assets
$6,871,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,318H, C20240912160135NAL0014482592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,871,459
Total liabilities (EOY)
$0
Net assets (EOY)
$6,871,459
Net assets (BOY)
$5,916,883

Income & contributions

Participant contributions
$1,841,937
Total contributions
$1,841,937
Total income / additions
$2,800,289

Expenses & distributions

Benefits paid
$1,544,534
Administrative expenses
$290,031
Total expenses
$1,845,713
Net increase / (decrease)
$954,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$290,030$02023
Global Retirement Partners,LLCNONE$16,247not reported in the loaded dataset2023

Related Form 5500 pages