2023 Form 5500 filing — Conifer Companies, Inc. 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 20250102123437NAL0004063426001) for Conifer Companies, Inc. 401(K) Plan, reported by Conifer Companies, Inc. under EIN 85-4371273 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250102123437NAL0004063426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conifer Companies, Inc.
- EIN
- 85-4371273
- Plan number
- 001
- Location
- Hartland, WI
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,022,101
- Net assets (EOY)
- $1,022,101
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$251,774
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$251,774
- Schedule source
- Schedule I