2023 Form 5500 filing — Confluence 401(K) Plan

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 20240927152221NAL0001152515001) for Confluence 401(K) Plan, reported by Confluence Technologies, Inc. under EIN 25-1670680 and plan number 001. It reports 367 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)$39MReported net assets$38,981,192
Participants367
Provider compensation$57.3K4 Schedule C row(s)$57,336
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927152221NAL0001152515001
Plan sponsor
Confluence Technologies, Inc.
EIN
25-1670680
Plan number
001
Location
Pittsburgh, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$39M total assets
Net assets$39MLiabilities$0
Money in vs. money out
Total income / additions$11.8M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$1.4M
Participant$3.4M
Full reported line items
Total assets (EOY)
$38,981,192
Total liabilities (EOY)
$0
Net assets (EOY)
$38,981,192
Employer contributions
$1,428,645
Participant contributions
$3,417,577
Total income / additions
$11,835,686
Benefits paid
$2,231,570
Administrative expenses
$55,161
Total expenses
$2,286,731
Net increase / (decrease)
$9,548,955
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $33.3K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $24K
  3. 3
    OTHERS · Direct $20
  4. 4
    OTHERS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927152221NAL0001152515001 cover?
It is the 2023 Form 5500 filing for Confluence 401(K) Plan, reported by Confluence Technologies, Inc. (EIN 25-1670680).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages