Concord Feed & Fuel, Inc. 401(K) Plan — Form 5500 plan (Concord Feed & Fuel, 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, Concord Feed & Fuel, Inc. 401(K) Plan is a benefit plan reported by Concord Feed & Fuel, Inc. under EIN 94-1424833 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $8,365,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concord Feed & Fuel, Inc.
EIN
94-1424833
Plan number
001
Plan type
2
Location
Pleasant Hill, CA
Latest filing year
2023
Participants
174
End-of-year plan assets
$8,365,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20240827133507NAL0019827504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,365,943
Total liabilities (EOY)
$0
Net assets (EOY)
$8,365,943
Net assets (BOY)
$5,892,916

Income & contributions

Employer contributions
$326,690
Participant contributions
$717,315
Total contributions
$1,907,279
Total income / additions
$3,081,838

Expenses & distributions

Benefits paid
$582,870
Administrative expenses
$1,413
Total expenses
$608,811
Net increase / (decrease)
$2,473,027

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$16,4952023
Fidelity Investments InstitutionalRECORDKEEPER$1,413$02023

Related Form 5500 pages