Convergint Technologies LLC 401(K) Profit Sharing Plan — Form 5500 plan (Convergint Technologies, LLC)

Plain-English plan 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, Convergint Technologies LLC 401(K) Profit Sharing Plan is a benefit plan reported by Convergint Technologies, LLC under EIN 36-4444620 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,979 participants and $320,243,734 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Convergint Technologies, LLC
EIN
36-4444620
Plan number
001
Plan type
2
Location
Schaumburg, IL
Latest filing year
2023
Participants
5,979
End-of-year plan assets
$320,243,734

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,979H, C20241015135556NAL0049737856001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$320,243,734
Total liabilities (EOY)
$0
Net assets (EOY)
$320,243,734
Net assets (BOY)
$250,974,177

Income & contributions

Employer contributions
$9,944,007
Participant contributions
$35,070,132
Total contributions
$52,834,469
Total income / additions
$95,330,102

Expenses & distributions

Benefits paid
$25,405,768
Administrative expenses
$649,823
Total expenses
$26,060,545
Net increase / (decrease)
$69,269,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$508,019$02023
Spectrum InvestmentINVESTMENT ADVISORY$161,962not reported in the loaded dataset2023
Plante & Moran,PllcACCOUNTANT$45,000not reported in the loaded dataset2023

Related Form 5500 pages