2023 Form 5500 filing — Converge Technology Solutions Us 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 20241015123505NAL0016400531001) for Converge Technology Solutions Us 401(K) Plan, reported by Converge Technology Solutions Us, LLC under EIN 82-2782457 and plan number 001. It reports 1,902 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123505NAL0016400531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Converge Technology Solutions Us, LLC
- EIN
- 82-2782457
- Plan number
- 001
- Location
- Norcross, GA
- Participants
- 1,902
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,114,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $187,114,705
- Employer contributions
- $1,478,722
- Participant contributions
- $14,069,454
- Total income / additions
- $45,842,249
- Benefits paid
- $22,755,099
- Administrative expenses
- $257,348
- Total expenses
- $23,043,108
- Net increase / (decrease)
- $22,799,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase | NONE | $157,942 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $99,131 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |