2023 Form 5500 filing — Conviva Retirement 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 20240924114741NAL0012745457001) for Conviva Retirement Plan, reported by Conviva Inc. under EIN 20-4396985 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.1MReported net assets$18,062,716
Participants245
Provider compensation$97.9K2 Schedule C row(s)$97,929
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924114741NAL0012745457001
Plan sponsor
Conviva Inc.
EIN
20-4396985
Plan number
001
Location
Foster City, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.1M total assets
Net assets$18.1MLiabilities$0
Money in vs. money out
Total income / additions$5.9M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$230.8K
Participant$2.4M
Full reported line items
Total assets (EOY)
$18,062,716
Total liabilities (EOY)
$0
Net assets (EOY)
$18,062,716
Employer contributions
$230,763
Participant contributions
$2,350,042
Total income / additions
$5,924,652
Benefits paid
$2,324,940
Administrative expenses
$97,929
Total expenses
$2,422,869
Net increase / (decrease)
$3,501,783
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $50.3K · Indirect $0
  2. 2
    ADVISOR · Direct $47.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924114741NAL0012745457001 cover?
It is the 2023 Form 5500 filing for Conviva Retirement Plan, reported by Conviva Inc. (EIN 20-4396985).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages