Plan5500

2023 Form 5500 filing — Convergeone 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 20241014162606NAL0027853793001) for Convergeone 401(K) Plan, reported by Convergeone Holdings, Inc. under EIN 81-4619427 and plan number 002. It reports 3,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014162606NAL0027853793001
Filing year
2023
Form type
2
Plan sponsor
Convergeone Holdings, Inc.
EIN
81-4619427
Plan number
002
Location
Bloomington, MN
Participants
3,263
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$333,789,215
Total liabilities (EOY)
$0
Net assets (EOY)
$333,789,215
Employer contributions
$6,836,300
Participant contributions
$26,019,179
Total income / additions
$87,091,114
Benefits paid
$54,110,807
Administrative expenses
$425,936
Total expenses
$54,738,229
Net increase / (decrease)
$32,352,885
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$228,538$0
Sageview Advisory Group, LLCINVESTMENT MGMT$107,468not reported in the loaded dataset
Sageview Advisory Group, LLCINVESTMENT ADVISOR$62,500not reported in the loaded dataset
Mcgladrey LlpAUDITOR$27,000not reported in the loaded dataset
Td Ameritrade, Inc.BROKERAGE SERVICES$250$0
Charles Schwab & Co., Inc.BROKERAGE SERVICES$180$0
Incline Investment Advisors LlBROKERAGE SERVICES$64not reported in the loaded dataset

Related Form 5500 pages