2023 Form 5500 filing — Conference Technologies, Inc. 401(K) Profit Sharing Plan & Trust
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 20240924085521NAL0007304627001) for Conference Technologies, Inc. 401(K) Profit Sharing Plan & Trust, reported by Conference Technologies, Inc. under EIN 43-1501713 and plan number 001. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924085521NAL0007304627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conference Technologies, Inc.
- EIN
- 43-1501713
- Plan number
- 001
- Location
- Maryland Heights, MO
- Participants
- 694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,850,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,850,815
- Employer contributions
- $1,533,576
- Participant contributions
- $2,930,512
- Total income / additions
- $10,055,039
- Benefits paid
- $1,723,947
- Administrative expenses
- $143,075
- Total expenses
- $1,872,314
- Net increase / (decrease)
- $8,182,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,771 | $0 |
| Sbhu Life Agency | OTHER SERVICES | $0 | $38,139 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $11,304 | $19,332 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 |