Conference Technologies, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Conference Technologies, Inc.)
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, Conference Technologies, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Conference Technologies, Inc. under EIN 43-1501713 and plan number 001. The latest loaded filing year is 2023. The filing reports 694 participants and $29,850,815 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.9MPlan net assets, end of year$29,850,815
Participants694Covered participants reported
Assets / participant$43KComputed: assets ÷ participants$43,013 (computed)
Provider compensation$200.5K5 Schedule C provider row(s)$200,546
- Plan sponsor
- Conference Technologies, Inc.
- EIN
- 43-1501713
- Plan number
- 001
- Plan type
- 2
- Location
- Maryland Heights, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 694 | H, C | 20240924085521NAL0007304627001 |
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)$29.9M total assets
Net assets$29.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,850,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,850,815
- Net assets (BOY)
- $21,668,090
Income & contributions
- Employer contributions
- $1,533,576
- Participant contributions
- $2,930,512
- Total contributions
- $6,904,780
- Total income / additions
- $10,055,039
Expenses & distributions
- Benefits paid
- $1,723,947
- Administrative expenses
- $143,075
- Total expenses
- $1,872,314
- Net increase / (decrease)
- $8,182,725
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,771 | $0 | 2023 |
| Sbhu Life Agency | OTHER SERVICES | $0 | $38,139 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $11,304 | $19,332 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Mgmt LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conference Technologies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Maryland Heights, MO
- Principal Life Insurance Company — Schedule C compensation
- Sbhu Life Agency — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation
- Morningstar Investment Mgmt LLC — Schedule C compensation