Plan5500

Conifer Realty LLC Retirement Savings Plan — Form 5500 plan (Conifer Realty LLC)

Plain-English plan 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, Conifer Realty LLC Retirement Savings Plan is a benefit plan reported by Conifer Realty LLC under EIN 16-1595525 and plan number 001. The latest loaded filing year is 2023. The filing reports 721 participants and $22,952,683 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23MPlan net assets, end of year$22,952,683
Participants721Covered participants reported
Assets / participant$31.8KComputed: assets ÷ participants$31,835 (computed)
Provider compensation$126.5K3 Schedule C provider row(s)$126,457
Plan sponsor
Conifer Realty LLC
EIN
16-1595525
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    721 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23M total assets
Net assets$23MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$0
Participant$2.3M
Full reported line items

Net assets

Total assets (EOY)
$22,952,683
Total liabilities (EOY)
$0
Net assets (EOY)
$22,952,683
Net assets (BOY)
$19,758,925

Income & contributions

Employer contributions
$0
Participant contributions
$2,302,854
Total contributions
$2,431,566
Total income / additions
$5,710,156

Expenses & distributions

Benefits paid
$2,380,726
Administrative expenses
$126,457
Total expenses
$2,516,398
Net increase / (decrease)
$3,193,758
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$66.6K
    RECORDKEEPER · Direct $66.6K
  2. 2
    Ubs Financial Services Inc$49.8K
    ADVISOR · Direct $49.8K
  3. 3
    Salmin, Et Al$10K
    ACCOUNTANT/AUDITOR · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Conifer Realty LLC Retirement Savings Plan?
Conifer Realty LLC Retirement Savings Plan is reported as sponsored by Conifer Realty LLC (EIN 16-1595525, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Conifer Realty LLC Retirement Savings Plan?
The latest Form 5500 filing year loaded for Conifer Realty LLC Retirement Savings Plan is 2023.
How many participants does Conifer Realty LLC Retirement Savings Plan report?
Conifer Realty LLC Retirement Savings Plan reports 721 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Conifer Realty LLC Retirement Savings Plan?
Conifer Realty LLC Retirement Savings Plan reports $22,952,683 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages