Plan5500

Congruity Hr Holding Company, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Congruity Hr Holding Company, LLC (EIN 47-4028932) is a plan sponsor located in Winston-Salem, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-4028932
Location
Winston-Salem, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Congruity Hr Holding Company, LLC

  • 1 loaded plans hold $15.5M in reported assets.
  • The largest, Congruity Hr Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,462 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.5MSummed across loaded plans$15,509,429
Total reported assets$15.5M$15,509,429
Total reported participants2.5K2,462
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.5M total assets
Net assets$15.5MLiabilities$0
Contributions & income
Employer contributions$2.1M
Participant contributions$4.1M
Total income / additions$8.8M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.5M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Congruity Hr Retirement Savings Plan
Participants per plan2,462Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Congruity Hr Retirement Savings Plan$15.5M
    Plan #001 · 2,462 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Congruity Hr Holding Company, LLC. Open one for its full reported snapshot.

  1. 2023
    Congruity Hr Retirement Savings Plan2,462 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Congruity Hr Holding Company, LLC report on Form 5500?
Congruity Hr Holding Company, LLC (EIN 47-4028932) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Congruity Hr Holding Company, LLC?
The Employer Identification Number (EIN) reported for Congruity Hr Holding Company, LLC is 47-4028932.
What is the latest Form 5500 filing year for Congruity Hr Holding Company, LLC?
The latest loaded Form 5500 filing year for Congruity Hr Holding Company, LLC is 2023.

Related Form 5500 pages