Conservice, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Conservice, 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, Conservice, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Conservice, LLC under EIN 87-0660875 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,684 participants and $49,294,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conservice, LLC
EIN
87-0660875
Plan number
001
Plan type
2
Location
River Heights, UT
Latest filing year
2023
Participants
2,684
End-of-year plan assets
$49,294,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,684H, C20240924185540NAL0024618306001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$49,294,265
Total liabilities (EOY)
$0
Net assets (EOY)
$49,294,265
Net assets (BOY)
$33,680,070

Income & contributions

Employer contributions
$2,364,085
Participant contributions
$7,927,071
Total contributions
$10,903,774
Total income / additions
$18,084,134

Expenses & distributions

Benefits paid
$2,331,569
Administrative expenses
$125,367
Total expenses
$2,469,939
Net increase / (decrease)
$15,614,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$66,306$02023
Amussen Hunsaker & Associates LLCADVISOR$59,061not reported in the loaded dataset2023

Related Form 5500 pages