2023 Form 5500 filing — Connectify Hr Retirement Savings 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 20241003161353NAL0021214994001) for Connectify Hr Retirement Savings Plan, reported by Connectify Hr LLC under EIN 86-3868012 and plan number 333. It reports 1,221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003161353NAL0021214994001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Connectify Hr LLC
- EIN
- 86-3868012
- Plan number
- 333
- Location
- Des Moines, IA
- Participants
- 1,221
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,724,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,724,248
- Employer contributions
- $1,769,710
- Participant contributions
- $4,497,226
- Total income / additions
- $13,769,863
- Benefits paid
- $3,449,086
- Administrative expenses
- $263,594
- Total expenses
- $3,728,500
- Net increase / (decrease)
- $10,041,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $178,258 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $68,674 | not reported in the loaded dataset |
| Slavic Mutual Fund Management Corp | PORTFOLIO MGMT | $9,661 | not reported in the loaded dataset |
| Jason F. Clausen, P.C | AUDITOR | $7,000 | not reported in the loaded dataset |