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| Plan Name | CONCORDIA GROUP, LLC CASH BALANCE PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | CONCORDIA ENTERPRISES, LLC |
| Employer identification number (EIN): | 261200202 |
| NAIC Classification: | 541910 |
| NAIC Description: | Marketing Research and Public Opinion Polling |
Additional information about CONCORDIA ENTERPRISES, LLC
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 2007-08-09 |
| Company Identification Number: | 349994 |
| Legal Registered Office Address: |
4020 121ST ST URBANDALE United States of America (USA) 50323 |
More information about CONCORDIA ENTERPRISES, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | NICK RYAN | 2024-09-17 | ||
| 002 | 2022-01-01 | NICK RYAN | 2023-10-06 | ||
| 002 | 2021-01-01 | NICK RYAN | 2022-10-13 | ||
| 002 | 2020-01-01 | NICK RYAN | 2021-09-30 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CONCORDIA GROUP, LLC CASH BALANCE PENSION PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-18 | 18386 |
| Net assets as of the end of the plan year | 2025-09-18 | 603682 |
| Total assets as of the beginning of the plan year | 2025-09-18 | 470998 |
| Value of plan covered by a fidelity bond | 2025-09-18 | 210000 |
| Participant contributions to plan in this plan year | 2025-09-18 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-18 | 0 |
| Other contributions to plan in this plan year | 2025-09-18 | 0 |
| Other income to plan in this plan year | 2025-09-18 | 31070 |
| Plan net income in this plan year | 2025-09-18 | 132684 |
| Net assets as of the end of the plan year | 2025-09-18 | 603682 |
| Net assets as of the beginning of the plan year | 2025-09-18 | 470998 |
| Employer contributions to plan in this plan year | 2025-09-18 | 120000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-18 | 4877 |
| 2024 : CONCORDIA GROUP, LLC CASH BALANCE PENSION PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-17 | 0 |
| Net assets as of the end of the plan year | 2024-09-17 | 470998 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 320615 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 200000 |
| Participant contributions to plan in this plan year | 2024-09-17 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-17 | 0 |
| Other contributions to plan in this plan year | 2024-09-17 | 0 |
| Other income to plan in this plan year | 2024-09-17 | 30383 |
| Plan net income in this plan year | 2024-09-17 | 150383 |
| Net assets as of the end of the plan year | 2024-09-17 | 470998 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 320615 |
| Employer contributions to plan in this plan year | 2024-09-17 | 120000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-17 | 0 |
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