2023 Form 5500 filing — Convergint Technologies LLC 401(K) Profit Sharing 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 20241015135556NAL0049737856001) for Convergint Technologies LLC 401(K) Profit Sharing Plan, reported by Convergint Technologies, LLC under EIN 36-4444620 and plan number 001. It reports 5,979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135556NAL0049737856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Convergint Technologies, LLC
- EIN
- 36-4444620
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 5,979
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $320,243,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $320,243,734
- Employer contributions
- $9,944,007
- Participant contributions
- $35,070,132
- Total income / additions
- $95,330,102
- Benefits paid
- $25,405,768
- Administrative expenses
- $649,823
- Total expenses
- $26,060,545
- Net increase / (decrease)
- $69,269,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $508,019 | $0 |
| Spectrum Investment | INVESTMENT ADVISORY | $161,962 | not reported in the loaded dataset |
| Plante & Moran,Pllc | ACCOUNTANT | $45,000 | not reported in the loaded dataset |