2023 Form 5500 filing — Convoy 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 20241202102246NAL0003390370001) for Convoy 401(K) Plan, reported by Convoy, Inc. under EIN 47-3571152 and plan number 001. It reports 576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241202102246NAL0003390370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Convoy, Inc.
- EIN
- 47-3571152
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,011,384
- Net assets (EOY)
- $14,011,384
- Employer contributions
- $0
- Participant contributions
- $5,784,961
- Total income / additions
- $11,470,265
- Benefits paid
- $31,932,238
- Administrative expenses
- $171,968
- Total expenses
- $32,256,440
- Net increase / (decrease)
- -$20,786,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $81,183 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $58,854 | not reported in the loaded dataset |
| Hunnex & Shoemaker | NONE | $53,785 | not reported in the loaded dataset |
| Hunnex And Shoemaker, Inc. | NONE | $44,034 | not reported in the loaded dataset |
| Shannon & Associates, Llp | NONE | $43,740 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | NONE | $37,000 | not reported in the loaded dataset |