Converge Technology Solutions Us 401(K) Plan — Form 5500 plan (Converge Technology Solutions Us, 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, Converge Technology Solutions Us 401(K) Plan is a benefit plan reported by Converge Technology Solutions Us, LLC under EIN 82-2782457 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,902 participants and $187,114,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Converge Technology Solutions Us, LLC
EIN
82-2782457
Plan number
001
Plan type
2
Location
Norcross, GA
Latest filing year
2023
Participants
1,902
End-of-year plan assets
$187,114,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,902H, C20241015123505NAL0016400531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$187,114,705
Total liabilities (EOY)
$0
Net assets (EOY)
$187,114,705
Net assets (BOY)
$127,415,539

Income & contributions

Employer contributions
$1,478,722
Participant contributions
$14,069,454
Total contributions
$16,353,749
Total income / additions
$45,842,249

Expenses & distributions

Benefits paid
$22,755,099
Administrative expenses
$257,348
Total expenses
$23,043,108
Net increase / (decrease)
$22,799,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan ChaseNONE$157,942not reported in the loaded dataset2023
T Rowe Price Rps IncNONE$99,131$02023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages