The Converse Professional Group 401(K) Plan — Form 5500 plan (The Converse Professional Group)
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, The Converse Professional Group 401(K) Plan is a benefit plan reported by The Converse Professional Group under EIN 95-4020122 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $16,067,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Converse Professional Group
- EIN
- 95-4020122
- Plan number
- 002
- Plan type
- 2
- Location
- Monrovia, CA
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $16,067,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240920105808NAL0015206722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,067,294
- Total liabilities (EOY)
- $35,348
- Net assets (EOY)
- $16,031,946
- Net assets (BOY)
- $14,283,398
Income & contributions
- Employer contributions
- $174,749
- Participant contributions
- $437,427
- Total contributions
- $612,176
- Total income / additions
- $3,499,197
Expenses & distributions
- Benefits paid
- $1,719,864
- Administrative expenses
- $30,785
- Total expenses
- $1,750,649
- Net increase / (decrease)
- $1,748,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $20,234 | $0 | 2023 |
| Dougherty & Company | AUDITOR | $9,600 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $7,247 | $0 | 2023 |
| Oneamerica Securities Inc | BROKER/ADVISOR | $0 | $5,646 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Converse Professional Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monrovia, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Dougherty & Company — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Oneamerica Securities Inc — Schedule C compensation