2023 Form 5500 filing — Conifer Holdings, Inc. 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 20240912124855NAL0008550465001) for Conifer Holdings, Inc. 401(K) Plan, reported by Conifer Holdings, Inc. under EIN 27-1298795 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912124855NAL0008550465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conifer Holdings, Inc.
- EIN
- 27-1298795
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,570,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,570,785
- Employer contributions
- $498,530
- Participant contributions
- $1,015,481
- Total income / additions
- $4,227,288
- Benefits paid
- $1,218,580
- Administrative expenses
- $65,598
- Total expenses
- $1,284,178
- Net increase / (decrease)
- $2,943,110
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $44,027 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $22,124 | $0 |
| Watkins Ross & Co | CONTRACT ADMINISTRATOR | $1,375 | not reported in the loaded dataset |