2023 Form 5500 filing — Conservis LLC Retirement 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 20241016141437NAL0061527490001) for Conservis LLC Retirement Plan, reported by Conservis LLC under EIN 86-3691550 and plan number 001. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,894,439
Participants62
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241016141437NAL0061527490001
Plan sponsor
Conservis LLC
EIN
86-3691550
Plan number
001
Location
Minneapolis, MN
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$55.9K
Participant$491.1K
Full reported line items
Total assets (EOY)
$3,894,439
Total liabilities (EOY)
$0
Net assets (EOY)
$3,894,439
Employer contributions
$55,867
Participant contributions
$491,129
Total income / additions
$1,206,138
Benefits paid
$1,105,237
Administrative expenses
$1,364
Total expenses
$1,106,601
Net increase / (decrease)
$99,537

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241016141437NAL0061527490001 cover?
It is the 2023 Form 5500 filing for Conservis LLC Retirement Plan, reported by Conservis LLC (EIN 86-3691550).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages