The Conti Group LLC Employees' 401(K) Plan — Form 5500 plan (The Conti Group LLC)
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, The Conti Group LLC Employees' 401(K) Plan is a benefit plan reported by The Conti Group LLC under EIN 83-2367830 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $12,206,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Conti Group LLC
- EIN
- 83-2367830
- Plan number
- 001
- Plan type
- 2
- Location
- New Hope, PA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $12,206,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241009130218NAL0009220339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,206,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,206,970
- Net assets (BOY)
- $34,573,833
Income & contributions
- Employer contributions
- $720,457
- Participant contributions
- $1,659,545
- Total contributions
- $2,458,992
- Total income / additions
- $6,064,693
Expenses & distributions
- Benefits paid
- $6,726,934
- Administrative expenses
- $98,908
- Total expenses
- $6,825,842
- Net increase / (decrease)
- -$761,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| New York Life Insurance | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,187 | $0 | 2023 |
| Sageview Advisory Group, LLC | OTHER | $20,000 | not reported in the loaded dataset | 2023 |