Conn-Weld Industries, LLC 401(K) Plan — Form 5500 plan (Conn-Weld Industries, 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, Conn-Weld Industries, LLC 401(K) Plan is a benefit plan reported by Conn-Weld Industries, LLC under EIN 85-2047885 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $14,351,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conn-Weld Industries, LLC
EIN
85-2047885
Plan number
001
Plan type
2
Location
Princeton, WV
Latest filing year
2023
Participants
273
End-of-year plan assets
$14,351,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023273H, C20240719081312NAL0010792144001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,351,382
Total liabilities (EOY)
$0
Net assets (EOY)
$14,351,382
Net assets (BOY)
$14,082,515

Income & contributions

Employer contributions
$508,989
Participant contributions
$876,187
Total contributions
$1,456,852
Total income / additions
$3,238,258

Expenses & distributions

Benefits paid
$2,952,091
Administrative expenses
$2,664
Total expenses
$2,969,391
Net increase / (decrease)
$268,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$3,462$02023
Empower Advisory Group, LLCINVESTMENT MGMT$926not reported in the loaded dataset2023

Related Form 5500 pages