Connectify Hr Retirement Savings Plan — Form 5500 plan (Connectify Hr 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, Connectify Hr Retirement Savings Plan is a benefit plan reported by Connectify Hr LLC under EIN 86-3868012 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,221 participants and $43,724,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connectify Hr LLC
- EIN
- 86-3868012
- Plan number
- 333
- Plan type
- 3
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- 1,221
- End-of-year plan assets
- $43,724,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,221 | H, C | 20241003161353NAL0021214994001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,724,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,724,248
- Net assets (BOY)
- $26,644,193
Income & contributions
- Employer contributions
- $1,769,710
- Participant contributions
- $4,497,226
- Total contributions
- $8,004,571
- Total income / additions
- $13,769,863
Expenses & distributions
- Benefits paid
- $3,449,086
- Administrative expenses
- $263,594
- Total expenses
- $3,728,500
- Net increase / (decrease)
- $10,041,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $178,258 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $68,674 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | PORTFOLIO MGMT | $9,661 | not reported in the loaded dataset | 2023 |
| Jason F. Clausen, P.C | AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connectify Hr LLC
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Slavic Integrated Administration — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Slavic Mutual Fund Management Corp — Schedule C compensation
- Jason F. Clausen, P.C — Schedule C compensation