CONCO HOLDING COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CONCO EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: CONCO EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 278 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 233 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 45 |
| Total of all active and inactive participants | 2022-01-01 | 278 |
| Total participants | 2022-01-01 | 278 |
| Number of participants with account balances | 2022-01-01 | 278 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 41 |
| 2021: CONCO EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 193 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 14 |
| Total of all active and inactive participants | 2021-01-01 | 207 |
| Total participants | 2021-01-01 | 207 |
| Number of participants with account balances | 2021-01-01 | 207 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 33 |
| 2020: CONCO EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 160 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 159 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 160 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 160 |
| Number of participants with account balances | 2020-01-01 | 160 |
| Measure | Date | Value |
|---|
| 2022 : CONCO EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $165,600 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $165,600 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $932,649 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $951,143 |
| Expenses. Interest paid | 2022-12-31 | $13,054 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $13,054 |
| Total income from all sources (including contributions) | 2022-12-31 | $197,148 |
| Total of all expenses incurred | 2022-12-31 | $13,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $31,548 |
| Value of total assets at end of year | 2022-12-31 | $1,188,000 |
| Value of total assets at beginning of year | 2022-12-31 | $1,022,400 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $184,094 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $255,351 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $71,257 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $1,188,000 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $1,022,400 |
| Contributions received in cash from employer | 2022-12-31 | $31,548 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $932,649 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $951,143 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | KRAFT CPA'S PLLC |
| Accountancy firm EIN | 2022-12-31 | 620713250 |
| 2021 : CONCO EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $22,400 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $22,400 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $951,143 |
| Expenses. Interest paid | 2021-12-31 | $12,692 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $12,692 |
| Total income from all sources (including contributions) | 2021-12-31 | $53,949 |
| Total of all expenses incurred | 2021-12-31 | $12,692 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $31,549 |
| Value of total assets at end of year | 2021-12-31 | $1,022,400 |
| Value of total assets at beginning of year | 2021-12-31 | $30,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $41,257 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $71,257 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $1,022,400 |
| Contributions received in cash from employer | 2021-12-31 | $31,549 |
| Employer contributions (assets) at end of year | 2021-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $30,000 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $951,143 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | KRAFT CPA'S PLLC |
| Accountancy firm EIN | 2021-12-31 | 620713250 |
| 2020 : CONCO EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $30,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $30,000 |
| Value of total assets at end of year | 2020-12-31 | $30,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $30,000 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,000 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $30,000 |
| Employer contributions (assets) at end of year | 2020-12-31 | $30,000 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | KRAFT CPA'S PLLC |
| Accountancy firm EIN | 2020-12-31 | 620713250 |
