Plan5500

Connectwise, LLC. 401(K) Plan — Form 5500 plan (Connectwise, 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, Connectwise, LLC. 401(K) Plan is a benefit plan reported by Connectwise, LLC. under EIN 82-1582035 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,745 participants and $102,510,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Connectwise, LLC.
EIN
82-1582035
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
1,745
End-of-year plan assets
$102,510,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,745H, C20241015150320NAL0028864129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,510,500
Total liabilities (EOY)
$0
Net assets (EOY)
$102,510,500
Net assets (BOY)
$77,752,363

Income & contributions

Employer contributions
$4,855,417
Participant contributions
$10,176,055
Total contributions
$15,998,965
Total income / additions
$32,126,225

Expenses & distributions

Benefits paid
$7,149,444
Administrative expenses
$217,636
Total expenses
$7,368,088
Net increase / (decrease)
$24,758,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$114,188not reported in the loaded dataset2023
Pensionmark Financial Group LLCADVISOR$103,448not reported in the loaded dataset2023

Related Form 5500 pages