Conifer Companies, Inc. 401(K) Plan — Form 5500 plan (Conifer Companies, 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, Conifer Companies, Inc. 401(K) Plan is a benefit plan reported by Conifer Companies, Inc. under EIN 85-4371273 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,022,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conifer Companies, Inc.
- EIN
- 85-4371273
- Plan number
- 001
- Plan type
- 2
- Location
- Hartland, WI
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,022,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250102123437NAL0004063426001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,022,101
- Net assets (EOY)
- $1,022,101
- Net assets (BOY)
- $1,273,875
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$251,774
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$251,774
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.