Confluent Medical Technologies 401(K) Plan — Form 5500 plan (Confluent Medical Technologies)

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, Confluent Medical Technologies 401(K) Plan is a benefit plan reported by Confluent Medical Technologies under EIN 26-1142245 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,085 participants and $80,973,356 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Confluent Medical Technologies
EIN
26-1142245
Plan number
001
Plan type
2
Location
Fremont, CA
Latest filing year
2023
Participants
1,085
End-of-year plan assets
$80,973,356

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,085H, C20240805123947NAL0000677587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,973,356
Total liabilities (EOY)
$0
Net assets (EOY)
$80,973,356
Net assets (BOY)
$64,508,849

Income & contributions

Employer contributions
$2,252,014
Participant contributions
$5,465,591
Total contributions
$8,906,245
Total income / additions
$21,172,634

Expenses & distributions

Benefits paid
$4,570,493
Administrative expenses
$102,392
Total expenses
$4,708,127
Net increase / (decrease)
$16,464,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,927$02023
Ubs Financial Services IncADVISOR$44,465not reported in the loaded dataset2023

Related Form 5500 pages