Concord 401(K) Plan — Form 5500 plan (Concord Music 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, Concord 401(K) Plan is a benefit plan reported by Concord Music Group, Inc under EIN 94-2706496 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $49,670,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Concord Music Group, Inc
EIN
94-2706496
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
604
End-of-year plan assets
$49,670,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H, C20241011160814NAL0012738275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,670,681
Total liabilities (EOY)
$0
Net assets (EOY)
$49,670,681
Net assets (BOY)
$38,775,037

Income & contributions

Employer contributions
$1,213,854
Participant contributions
$4,061,523
Total contributions
$5,752,733
Total income / additions
$13,153,642

Expenses & distributions

Benefits paid
$2,172,306
Administrative expenses
$85,692
Total expenses
$2,257,998
Net increase / (decrease)
$10,895,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCINVESTMENT ADVISOR$84,817not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$875$02023

Related Form 5500 pages