Confluence Wealth Services, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Confluence Wealth Services, Inc. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $40,875 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $40,875
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $40,875
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Basic Systems Inc | OH | 1 | $30,854 |
| Rusmur Floors Inc | PA | 1 | $10,021 |
State footprint
Plans reporting Confluence Wealth Services, Inc. are sponsored in OH (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Basic Systems Inc | Basic Systems Inc 401(K) Profit Sharing Plan & Trust | 2023 | $30,854 | not reported in the loaded dataset |
| Rusmur Floors Inc | Rusmur Floors Inc 401(K) Profit Sharing Plan & Trust | 2023 | $10,021 | not reported in the loaded dataset |