2023 Form 5500 filing — The Converse Professional Group 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 20240920105808NAL0015206722001) for The Converse Professional Group 401(K) Plan, reported by The Converse Professional Group under EIN 95-4020122 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920105808NAL0015206722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Converse Professional Group
- EIN
- 95-4020122
- Plan number
- 002
- Location
- Monrovia, CA
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,067,294
- Total liabilities (EOY)
- $35,348
- Net assets (EOY)
- $16,031,946
- Employer contributions
- $174,749
- Participant contributions
- $437,427
- Total income / additions
- $3,499,197
- Benefits paid
- $1,719,864
- Administrative expenses
- $30,785
- Total expenses
- $1,750,649
- Net increase / (decrease)
- $1,748,548
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $20,234 | $0 |
| Dougherty & Company | AUDITOR | $9,600 | $0 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $7,247 | $0 |
| Oneamerica Securities Inc | BROKER/ADVISOR | $0 | $5,646 |