2023 Form 5500 filing — Confluent Medical Technologies 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805123947NAL0000677587001) for Confluent Medical Technologies 401(K) Plan, reported by Confluent Medical Technologies under EIN 26-1142245 and plan number 001. It reports 1,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805123947NAL0000677587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Confluent Medical Technologies
- EIN
- 26-1142245
- Plan number
- 001
- Location
- Fremont, CA
- Participants
- 1,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,973,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,973,356
- Employer contributions
- $2,252,014
- Participant contributions
- $5,465,591
- Total income / additions
- $21,172,634
- Benefits paid
- $4,570,493
- Administrative expenses
- $102,392
- Total expenses
- $4,708,127
- Net increase / (decrease)
- $16,464,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $57,927 | $0 |
| Ubs Financial Services Inc | ADVISOR | $44,465 | not reported in the loaded dataset |