Convoy 401(K) Plan — Form 5500 plan (Convoy, Inc.)
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, Convoy 401(K) Plan is a benefit plan reported by Convoy, Inc. under EIN 47-3571152 and plan number 001. The latest loaded filing year is 2023. The filing reports 576 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Convoy, Inc.
- EIN
- 47-3571152
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 576
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 576 | H, C | 20241202102246NAL0003390370001 |
| 2023 | 1,542 | H, C | 20241015163246NAL0029116577005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,011,384
- Net assets (EOY)
- $14,011,384
- Net assets (BOY)
- $34,797,559
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $5,784,961
- Total contributions
- $6,208,753
- Total income / additions
- $11,470,265
Expenses & distributions
- Benefits paid
- $31,932,238
- Administrative expenses
- $171,968
- Total expenses
- $32,256,440
- Net increase / (decrease)
- -$20,786,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $81,183 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $58,854 | not reported in the loaded dataset | 2023 |
| Hunnex & Shoemaker | NONE | $53,785 | not reported in the loaded dataset | 2023 |
| Hunnex And Shoemaker, Inc. | NONE | $44,034 | not reported in the loaded dataset | 2023 |
| Shannon & Associates, Llp | NONE | $43,740 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | NONE | $37,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Convoy, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- The Vanguard Group, Inc. — Schedule C compensation
- Hunnex & Shoemaker — Schedule C compensation
- Hunnex And Shoemaker, Inc. — Schedule C compensation
- Shannon & Associates, Llp — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation