2023 Form 5500 filing — Conservice, LLC 401(K) Profit Sharing Plan And Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924185540NAL0024618306001) for Conservice, LLC 401(K) Profit Sharing Plan And Trust, reported by Conservice, LLC under EIN 87-0660875 and plan number 001. It reports 2,684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$49.3MReported net assets$49,294,265
Participants2.7K2,684
Provider compensation$125.4K2 Schedule C row(s)$125,367
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924185540NAL0024618306001
Plan sponsor
Conservice, LLC
EIN
87-0660875
Plan number
001
Location
River Heights, UT
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$49.3M total assets
Net assets$49.3MLiabilities$0
Money in vs. money out
Total income / additions$18.1M
Total expenses$2.5M
Benefits paid / distributions$2.3M
Contributions
Employer$2.4M
Participant$7.9M
Full reported line items
Total assets (EOY)
$49,294,265
Total liabilities (EOY)
$0
Net assets (EOY)
$49,294,265
Employer contributions
$2,364,085
Participant contributions
$7,927,071
Total income / additions
$18,084,134
Benefits paid
$2,331,569
Administrative expenses
$125,367
Total expenses
$2,469,939
Net increase / (decrease)
$15,614,195
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $66.3K · Indirect $0
  2. 2
    ADVISOR · Direct $59.1K

Related Form 5500 pages