Civic Intelligence

Conifer Realty LLC

Plan context: Conifer Realty LLC Retirement Savings Plan

EIN 16-1595525 • Rochester, NY • 56 filings • 9 plans

1000 University AveSuite 500Rochester, NY 14607
Current Snapshot

Latest Year

2024

2024 Participants

520

2024 Assets

$24,556,940

2024 Contributions

$3,303,005

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$24,556,940$12,278,470$0200120132024YearValue
$24,556,940Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

6203100200120132024YearValue
520Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242520$24,556,940$3,303,005$6,352iApproximate average salary by contribution assumption: employee only about $158,798 at 4% or $105,866 at 6%; with 50% employer match about $105,866 at 4% or $70,577 at 6%; with 100% employer match about $79,399 at 4% or $52,933 at 6%.
Conifer Realty LLC Retirement Savings Plan-520$24,556,940$3,303,005$6,352iApproximate average salary by contribution assumption: employee only about $158,798 at 4% or $105,866 at 6%; with 50% employer match about $105,866 at 4% or $70,577 at 6%; with 100% employer match about $79,399 at 4% or $52,933 at 6%.
Conifer Realty LLC Health & Welfare Plan-480---
20232524$22,952,683$2,431,566$4,640iApproximate average salary by contribution assumption: employee only about $116,010 at 4% or $77,340 at 6%; with 50% employer match about $77,340 at 4% or $51,560 at 6%; with 100% employer match about $58,005 at 4% or $38,670 at 6%.
Conifer Realty LLC Retirement Savings Plan-509$22,952,683$2,431,566$4,777iApproximate average salary by contribution assumption: employee only about $119,429 at 4% or $79,619 at 6%; with 50% employer match about $79,619 at 4% or $53,079 at 6%; with 100% employer match about $59,714 at 4% or $39,810 at 6%.
Conifer Realty LLC Health & Welfare Plan-524---
20222496$19,758,925$2,693,810$5,431iApproximate average salary by contribution assumption: employee only about $135,777 at 4% or $90,518 at 6%; with 50% employer match about $90,518 at 4% or $60,345 at 6%; with 100% employer match about $67,888 at 4% or $45,259 at 6%.
Conifer Realty LLC Retirement Savings Plan-496$19,758,925$2,693,810$5,431iApproximate average salary by contribution assumption: employee only about $135,777 at 4% or $90,518 at 6%; with 50% employer match about $90,518 at 4% or $60,345 at 6%; with 100% employer match about $67,888 at 4% or $45,259 at 6%.
Conifer Realty LLC Health & Welfare Plan-480---
20212620$22,140,327$3,019,426$4,870iApproximate average salary by contribution assumption: employee only about $121,751 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,112 at 6%; with 100% employer match about $60,876 at 4% or $40,584 at 6%.
Conifer Realty LLC Retirement Savings Plan-620$22,140,327$3,019,426$4,870iApproximate average salary by contribution assumption: employee only about $121,751 at 4% or $81,167 at 6%; with 50% employer match about $81,167 at 4% or $54,112 at 6%; with 100% employer match about $60,876 at 4% or $40,584 at 6%.
Conifer Realty LLC Health & Welfare Plan-493---
20202510$20,259,036$2,662,199$5,220iApproximate average salary by contribution assumption: employee only about $130,500 at 4% or $87,000 at 6%; with 50% employer match about $87,000 at 4% or $58,000 at 6%; with 100% employer match about $65,250 at 4% or $43,500 at 6%.
Conifer Realty LLC Retirement Savings Plan-510$20,259,036$2,662,199$5,220iApproximate average salary by contribution assumption: employee only about $130,500 at 4% or $87,000 at 6%; with 50% employer match about $87,000 at 4% or $58,000 at 6%; with 100% employer match about $65,250 at 4% or $43,500 at 6%.
Conifer Realty LLC Health & Welfare Plan-477---
20192523$17,665,693$2,431,083$4,648iApproximate average salary by contribution assumption: employee only about $116,209 at 4% or $77,472 at 6%; with 50% employer match about $77,472 at 4% or $51,648 at 6%; with 100% employer match about $58,104 at 4% or $38,736 at 6%.
Conifer Realty LLC Retirement Savings Plan-523$17,665,693$2,431,083$4,648iApproximate average salary by contribution assumption: employee only about $116,209 at 4% or $77,472 at 6%; with 50% employer match about $77,472 at 4% or $51,648 at 6%; with 100% employer match about $58,104 at 4% or $38,736 at 6%.
Conifer Realty LLC Health & Welfare Plan-----
20182528$13,461,004$1,953,396$3,700iApproximate average salary by contribution assumption: employee only about $92,490 at 4% or $61,660 at 6%; with 50% employer match about $61,660 at 4% or $41,107 at 6%; with 100% employer match about $46,245 at 4% or $30,830 at 6%.
Conifer Realty LLC Retirement Savings Plan-528$13,461,004$1,953,396$3,700iApproximate average salary by contribution assumption: employee only about $92,490 at 4% or $61,660 at 6%; with 50% employer match about $61,660 at 4% or $41,107 at 6%; with 100% employer match about $46,245 at 4% or $30,830 at 6%.
Conifer Realty LLC Health & Welfare Plan-459---
20172553$13,862,697$1,653,661$2,990iApproximate average salary by contribution assumption: employee only about $74,759 at 4% or $49,839 at 6%; with 50% employer match about $49,839 at 4% or $33,226 at 6%; with 100% employer match about $37,379 at 4% or $24,920 at 6%.
Conifer Realty LLC Retirement Savings Plan-553$13,862,697$1,653,661$2,990iApproximate average salary by contribution assumption: employee only about $74,759 at 4% or $49,839 at 6%; with 50% employer match about $49,839 at 4% or $33,226 at 6%; with 100% employer match about $37,379 at 4% or $24,920 at 6%.
Conifer Realty LLC Health & Welfare Plan-----
20162562$11,694,560$1,773,547$3,156iApproximate average salary by contribution assumption: employee only about $78,894 at 4% or $52,596 at 6%; with 50% employer match about $52,596 at 4% or $35,064 at 6%; with 100% employer match about $39,447 at 4% or $26,298 at 6%.
Conifer Realty LLC Retirement Savings Plan-562$11,694,560$1,773,547$3,156iApproximate average salary by contribution assumption: employee only about $78,894 at 4% or $52,596 at 6%; with 50% employer match about $52,596 at 4% or $35,064 at 6%; with 100% employer match about $39,447 at 4% or $26,298 at 6%.
Conifer Realty LLC Health & Welfare Plan-427---
20153554$10,815,656$1,373,673$2,480iApproximate average salary by contribution assumption: employee only about $61,989 at 4% or $41,326 at 6%; with 50% employer match about $41,326 at 4% or $27,551 at 6%; with 100% employer match about $30,994 at 4% or $20,663 at 6%.
Conifer Realty LLC Retirement Savings Plan-554$10,815,656$1,373,673$2,480iApproximate average salary by contribution assumption: employee only about $61,989 at 4% or $41,326 at 6%; with 50% employer match about $41,326 at 4% or $27,551 at 6%; with 100% employer match about $30,994 at 4% or $20,663 at 6%.
Conifer Realty Benefit Bank Plan-0---
Conifer Realty LLC Health & Welfare Plan-435---
20143573$11,224,915$1,484,874$2,591iApproximate average salary by contribution assumption: employee only about $64,785 at 4% or $43,190 at 6%; with 50% employer match about $43,190 at 4% or $28,793 at 6%; with 100% employer match about $32,393 at 4% or $21,595 at 6%.
Conifer Realty LLC Retirement Savings Plan-573$11,224,915$1,484,874$2,591iApproximate average salary by contribution assumption: employee only about $64,785 at 4% or $43,190 at 6%; with 50% employer match about $43,190 at 4% or $28,793 at 6%; with 100% employer match about $32,393 at 4% or $21,595 at 6%.
Conifer Realty Benefit Bank Plan-421---
Conifer Realty LLC Health & Welfare Plan-88---
20135559$9,894,617$1,455,138$2,603iApproximate average salary by contribution assumption: employee only about $65,078 at 4% or $43,385 at 6%; with 50% employer match about $43,385 at 4% or $28,923 at 6%; with 100% employer match about $32,539 at 4% or $21,693 at 6%.
Conifer Realty LLC Retirement Savings Plan-559$9,894,617$1,455,138$2,603iApproximate average salary by contribution assumption: employee only about $65,078 at 4% or $43,385 at 6%; with 50% employer match about $43,385 at 4% or $28,923 at 6%; with 100% employer match about $32,539 at 4% or $21,693 at 6%.
Conifer Realty Benefit Bank Plan-416---
CONIFER REALTY HEALTH REIMBURSEMENT ACCOUT PLAN CO INSURANCE-301---
CONIFER REALTY HEALTH REIMBURSEMENT ACCOUNT PLAN DEDUCTIBLE-306---
Conifer Realty LLC Health & Welfare Plan-98---
20126561$7,452,889$1,166,224$2,079iApproximate average salary by contribution assumption: employee only about $51,971 at 4% or $34,647 at 6%; with 50% employer match about $34,647 at 4% or $23,098 at 6%; with 100% employer match about $25,985 at 4% or $17,324 at 6%.
Conifer Realty LLC Retirement Savings Plan-561$7,452,889$1,166,224$2,079iApproximate average salary by contribution assumption: employee only about $51,971 at 4% or $34,647 at 6%; with 50% employer match about $34,647 at 4% or $23,098 at 6%; with 100% employer match about $25,985 at 4% or $17,324 at 6%.
Conifer Realty LLC Health & Welfare Plan-276---
Conifer Realty Benefit Bank Plan-385---
Conifer Realty LLC Health & Welfare Plan-114---
CONIFER REALTY HEALTH REIMBURSEMENT ACCOUNT PLAN DEDUCTIBLE-285---
CONIFER REALTY HEALTH REIMBURSEMENT ACCOUNT PLAN CO INSURANCE-243---
20113540$5,977,069$1,084,535$2,008iApproximate average salary by contribution assumption: employee only about $50,210 at 4% or $33,473 at 6%; with 50% employer match about $33,473 at 4% or $22,316 at 6%; with 100% employer match about $25,105 at 4% or $16,737 at 6%.
Conifer Realty LLC Retirement Savings Plan-540$5,977,069$1,084,535$2,008iApproximate average salary by contribution assumption: employee only about $50,210 at 4% or $33,473 at 6%; with 50% employer match about $33,473 at 4% or $22,316 at 6%; with 100% employer match about $25,105 at 4% or $16,737 at 6%.
Conifer Realty LLC Health & Welfare Plan-260---
Conifer Realty Benefit Bank Plan-360---
20103525$5,405,328$965,303$1,839iApproximate average salary by contribution assumption: employee only about $45,967 at 4% or $30,645 at 6%; with 50% employer match about $30,645 at 4% or $20,430 at 6%; with 100% employer match about $22,983 at 4% or $15,322 at 6%.
Conifer Realty LLC Retirement Savings Plan-525$5,405,328$965,303$1,839iApproximate average salary by contribution assumption: employee only about $45,967 at 4% or $30,645 at 6%; with 50% employer match about $30,645 at 4% or $20,430 at 6%; with 100% employer match about $22,983 at 4% or $15,322 at 6%.
Conifer Realty LLC Health & Welfare Plan-236---
Conifer Realty Benefit Bank Plan-344---
20092492$4,231,899$879,432$1,787iApproximate average salary by contribution assumption: employee only about $44,687 at 4% or $29,791 at 6%; with 50% employer match about $29,791 at 4% or $19,861 at 6%; with 100% employer match about $22,343 at 4% or $14,896 at 6%.
Conifer Realty LLC Retirement Savings Plan-492$4,231,899$879,432$1,787iApproximate average salary by contribution assumption: employee only about $44,687 at 4% or $29,791 at 6%; with 50% employer match about $29,791 at 4% or $19,861 at 6%; with 100% employer match about $22,343 at 4% or $14,896 at 6%.
Conifer Realty Benefit Bank Plan-338---
20082485$3,120,102$832,889$1,717iApproximate average salary by contribution assumption: employee only about $42,932 at 4% or $28,622 at 6%; with 50% employer match about $28,622 at 4% or $19,081 at 6%; with 100% employer match about $21,466 at 4% or $14,311 at 6%.
Conifer Realty LLC Retirement Savings Plan-485$3,120,102$832,889$1,717iApproximate average salary by contribution assumption: employee only about $42,932 at 4% or $28,622 at 6%; with 50% employer match about $28,622 at 4% or $19,081 at 6%; with 100% employer match about $21,466 at 4% or $14,311 at 6%.
Conifer Realty Benefit Bank Plan-307---
20072429$3,769,539$778,372$1,814iApproximate average salary by contribution assumption: employee only about $45,360 at 4% or $30,240 at 6%; with 50% employer match about $30,240 at 4% or $20,160 at 6%; with 100% employer match about $22,680 at 4% or $15,120 at 6%.
Conifer Realty LLC Retirement Savings Plan-429$3,769,539$778,372$1,814iApproximate average salary by contribution assumption: employee only about $45,360 at 4% or $30,240 at 6%; with 50% employer match about $30,240 at 4% or $20,160 at 6%; with 100% employer match about $22,680 at 4% or $15,120 at 6%.
Conifer Realty Benefit Bank Plan-266---
20062426$3,043,344$700,811$1,645iApproximate average salary by contribution assumption: employee only about $41,127 at 4% or $27,418 at 6%; with 50% employer match about $27,418 at 4% or $18,279 at 6%; with 100% employer match about $20,564 at 4% or $13,709 at 6%.
Conifer Realty LLC Retirement Savings Plan-426$3,043,344$700,811$1,645iApproximate average salary by contribution assumption: employee only about $41,127 at 4% or $27,418 at 6%; with 50% employer match about $27,418 at 4% or $18,279 at 6%; with 100% employer match about $20,564 at 4% or $13,709 at 6%.
Conifer Realty Benefit Bank Plan-245---
20052385$2,300,955$597,240$1,551iApproximate average salary by contribution assumption: employee only about $38,782 at 4% or $25,855 at 6%; with 50% employer match about $25,855 at 4% or $17,236 at 6%; with 100% employer match about $19,391 at 4% or $12,927 at 6%.
Conifer Realty LLC Retirement Savings Plan-385$2,300,955$597,240$1,551iApproximate average salary by contribution assumption: employee only about $38,782 at 4% or $25,855 at 6%; with 50% employer match about $25,855 at 4% or $17,236 at 6%; with 100% employer match about $19,391 at 4% or $12,927 at 6%.
Conifer Realty Benefit Bank Plan-231---
20042368$1,797,116$479,016$1,302iApproximate average salary by contribution assumption: employee only about $32,542 at 4% or $21,695 at 6%; with 50% employer match about $21,695 at 4% or $14,463 at 6%; with 100% employer match about $16,271 at 4% or $10,847 at 6%.
Conifer Realty LLC Retirement Savings Plan-368$1,797,116$479,016$1,302iApproximate average salary by contribution assumption: employee only about $32,542 at 4% or $21,695 at 6%; with 50% employer match about $21,695 at 4% or $14,463 at 6%; with 100% employer match about $16,271 at 4% or $10,847 at 6%.
Conifer Realty Benefit Bank Plan-210---
20031195$1,286,282$331,765$1,701iApproximate average salary by contribution assumption: employee only about $42,534 at 4% or $28,356 at 6%; with 50% employer match about $28,356 at 4% or $18,904 at 6%; with 100% employer match about $21,267 at 4% or $14,178 at 6%.
Conifer Realty LLC Retirement Savings Plan-195$1,286,282$331,765$1,701iApproximate average salary by contribution assumption: employee only about $42,534 at 4% or $28,356 at 6%; with 50% employer match about $28,356 at 4% or $18,904 at 6%; with 100% employer match about $21,267 at 4% or $14,178 at 6%.
20021145$827,615$319,587$2,204iApproximate average salary by contribution assumption: employee only about $55,101 at 4% or $36,734 at 6%; with 50% employer match about $36,734 at 4% or $24,489 at 6%; with 100% employer match about $27,551 at 4% or $18,367 at 6%.
Conifer Realty LLC Retirement Savings Plan-145$827,615$319,587$2,204iApproximate average salary by contribution assumption: employee only about $55,101 at 4% or $36,734 at 6%; with 50% employer match about $36,734 at 4% or $24,489 at 6%; with 100% employer match about $27,551 at 4% or $18,367 at 6%.
20011103$781,321$253,877$2,465iApproximate average salary by contribution assumption: employee only about $61,621 at 4% or $41,080 at 6%; with 50% employer match about $41,080 at 4% or $27,387 at 6%; with 100% employer match about $30,810 at 4% or $20,540 at 6%.
Conifer Realty LLC Retirement Savings Plan-103$781,321$253,877$2,465iApproximate average salary by contribution assumption: employee only about $61,621 at 4% or $41,080 at 6%; with 50% employer match about $41,080 at 4% or $27,387 at 6%; with 100% employer match about $30,810 at 4% or $20,540 at 6%.