Plan5500

Confluent Holdings, 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, Confluent Holdings, LLC (EIN 47-4749384) is a plan sponsor located in St Louis, MO 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
47-4749384
Location
St Louis, MO
Loaded plans
3
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 Confluent Holdings, LLC

  • 3 loaded plans hold $14.4M in reported assets.
  • The largest, Confluent Holdings 401(K) Plan, holds 97% of this company's reported plan assets.
  • Plans cover 576 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.2MSummed across loaded plans$14,183,333
Total reported assets$14.4M$14,434,322
Total reported participants576
Total reported liabilities$251K$250,989

Reported net position

Reported assets = net assets + liabilities (summed)$14.4M total assets
Net assets$14.2MLiabilities$251K
Contributions & income
Employer contributions$1.7M
Participant contributions$1.4M
Total income / additions$6.1M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.6M
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets97%Confluent Holdings 401(K) Plan
Participants per plan192Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Confluent Holdings 401(K) Plan$14M
    Plan #001 · 298 participants · 2023
  2. 2
    Confluent Holdings Medical Plan$476.3K
    Plan #501 · 135 participants · 2023
  3. 3
    Confluent Holdings, LLC Group Insurance Plannot reported in the loaded dataset
    Plan #502 · 143 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 Confluent Holdings, LLC. Open one for its full reported snapshot.

  1. 2023
    Confluent Holdings, LLC Group Insurance Plan143 participants · 2No schedules
    View filing →
  2. 2023
    Confluent Holdings 401(K) Plan298 participants · 2Sch HSch C
    View filing →
  3. 2023
    Confluent Holdings Medical Plan135 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Confluent Holdings, LLC report on Form 5500?
Confluent Holdings, LLC (EIN 47-4749384) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Confluent Holdings, LLC?
The Employer Identification Number (EIN) reported for Confluent Holdings, LLC is 47-4749384.
What is the latest Form 5500 filing year for Confluent Holdings, LLC?
The latest loaded Form 5500 filing year for Confluent Holdings, LLC is 2023.

Related Form 5500 pages