Conversica, Inc. 401(K) Plan — Form 5500 plan (Conversica, 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, Conversica, Inc. 401(K) Plan is a benefit plan reported by Conversica, Inc. under EIN 81-2082659 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $14,123,497 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conversica, Inc.
EIN
81-2082659
Plan number
001
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
315
End-of-year plan assets
$14,123,497

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023315H, C20260330171813NAL0011450849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,123,497
Total liabilities (EOY)
$0
Net assets (EOY)
$14,123,497
Net assets (BOY)
$11,650,172

Income & contributions

Employer contributions
$655,048
Participant contributions
$1,608,281
Total contributions
$2,392,482
Total income / additions
$4,852,987

Expenses & distributions

Benefits paid
$2,285,518
Administrative expenses
$71,985
Total expenses
$2,379,662
Net increase / (decrease)
$2,473,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,199$02023
Continuum Advisory LLCADVISOR$34,786not reported in the loaded dataset2023

Related Form 5500 pages