Plan5500

Conifer, CO Form 5500 retirement and benefit plan filings

City Form 5500 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, CO has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $2,940,171 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Conifer

  • 5 loaded plans hold $2.9M in reported assets across 5 sponsors.
  • The largest, Mycoff Fry Partners LLC Profit Sharing Plan And Trust, holds 63% of reported Conifer plan assets.
  • Plans cover 17 participants — about 3 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.9MSummed across loaded plans$2,885,949
Total reported assets$2.9M$2,940,171
Total reported participants17
Total reported liabilities$4.8K$4,850

Reported net position

Reported assets = net assets + liabilities (summed)$2.9M total assets
Net assets$2.9MLiabilities$4.8K
Contributions & income
Employer contributions$1.3K
Participant contributions$1.3K
Total income / additions$200.9K
Expenses & distributions
Benefits paid / distributions$316.1K
Total expenses$340.3K
Net increase / (decrease)-$139.5K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Conifer, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Conifer market comparison

Largest plan share of assets63%Mycoff Fry Partners LLC Profit Sharing Plan And Trust
Participants per plan3Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Conifer

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mycoff Fry Partners LLC Profit Sharing Plan And Trust$1.8M
    Mycoff Fry Partners LLC · 2023
  2. 2
    Freedom Havens 401k$312.5K
    Freedom Havens Co. · 2023
  3. 3
    Biggie Wine Holdco Retirement Plan$268K
    Biggie Wine Holdco Corp. · 2023
  4. 4
    Breathe Better Colorado Corp. Retirement Plan$265.5K
    Breathe Better Colorado Corp. · 2023
  5. 5
    Dirt Cheap Driveways, Inc. 401(K) Plan$253.1K
    Dirt Cheap Driveways, Inc. · 2023

Largest plans in Conifer → · Conifer plans by participants → · Conifer plans with financial data → · Conifer plans with provider compensation → · $1B+ plans in Conifer →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Conifer, CO?
5 plan(s) reported by 5 sponsor(s) are loaded for Conifer, CO.

Related Form 5500 pages