Convergent Performance LLC
Plan context: Convergent 401(K) Plan
EIN 20-0543160 • Colorado Springs, CO • 18 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$1,858,964
2025 Contributions
$45,617
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $1,858,964 | $45,617 | $3,258iApproximate average salary by contribution assumption: employee only about $81,459 at 4% or $54,306 at 6%; with 50% employer match about $54,306 at 4% or $36,204 at 6%; with 100% employer match about $40,729 at 4% or $27,153 at 6%. |
| Convergent 401(K) Plan | - | 14 | $1,858,964 | $45,617 | $3,258iApproximate average salary by contribution assumption: employee only about $81,459 at 4% or $54,306 at 6%; with 50% employer match about $54,306 at 4% or $36,204 at 6%; with 100% employer match about $40,729 at 4% or $27,153 at 6%. |
| 2024 | 1 | 15 | $1,640,761 | $52,354 | $3,490iApproximate average salary by contribution assumption: employee only about $87,257 at 4% or $58,171 at 6%; with 50% employer match about $58,171 at 4% or $38,781 at 6%; with 100% employer match about $43,628 at 4% or $29,086 at 6%. |
| Convergent 401(K) Plan | - | 15 | $1,640,761 | $52,354 | $3,490iApproximate average salary by contribution assumption: employee only about $87,257 at 4% or $58,171 at 6%; with 50% employer match about $58,171 at 4% or $38,781 at 6%; with 100% employer match about $43,628 at 4% or $29,086 at 6%. |
| 2023 | 1 | 14 | $1,495,837 | $38,776 | $2,770iApproximate average salary by contribution assumption: employee only about $69,243 at 4% or $46,162 at 6%; with 50% employer match about $46,162 at 4% or $30,775 at 6%; with 100% employer match about $34,621 at 4% or $23,081 at 6%. |
| Convergent 401(K) Plan | - | 14 | $1,495,837 | $38,776 | $2,770iApproximate average salary by contribution assumption: employee only about $69,243 at 4% or $46,162 at 6%; with 50% employer match about $46,162 at 4% or $30,775 at 6%; with 100% employer match about $34,621 at 4% or $23,081 at 6%. |
| 2022 | 1 | 13 | $1,359,263 | $43,748 | $3,365iApproximate average salary by contribution assumption: employee only about $84,131 at 4% or $56,087 at 6%; with 50% employer match about $56,087 at 4% or $37,391 at 6%; with 100% employer match about $42,065 at 4% or $28,044 at 6%. |
| Convergent 401(K) Plan | - | 13 | $1,359,263 | $43,748 | $3,365iApproximate average salary by contribution assumption: employee only about $84,131 at 4% or $56,087 at 6%; with 50% employer match about $56,087 at 4% or $37,391 at 6%; with 100% employer match about $42,065 at 4% or $28,044 at 6%. |
| 2021 | 1 | 13 | $1,515,201 | $43,814 | $3,370iApproximate average salary by contribution assumption: employee only about $84,258 at 4% or $56,172 at 6%; with 50% employer match about $56,172 at 4% or $37,448 at 6%; with 100% employer match about $42,129 at 4% or $28,086 at 6%. |
| Convergent 401(K) Plan | - | 13 | $1,515,201 | $43,814 | $3,370iApproximate average salary by contribution assumption: employee only about $84,258 at 4% or $56,172 at 6%; with 50% employer match about $56,172 at 4% or $37,448 at 6%; with 100% employer match about $42,129 at 4% or $28,086 at 6%. |
| 2020 | 1 | 13 | $1,429,967 | $134,060 | $10,312iApproximate average salary by contribution assumption: employee only about $257,808 at 4% or $171,872 at 6%; with 50% employer match about $171,872 at 4% or $114,581 at 6%; with 100% employer match about $128,904 at 4% or $85,936 at 6%. |
| Convergent 401(K) Plan | - | 13 | $1,429,967 | $134,060 | $10,312iApproximate average salary by contribution assumption: employee only about $257,808 at 4% or $171,872 at 6%; with 50% employer match about $171,872 at 4% or $114,581 at 6%; with 100% employer match about $128,904 at 4% or $85,936 at 6%. |
| 2019 | 1 | 12 | $1,321,039 | $51,055 | $4,255iApproximate average salary by contribution assumption: employee only about $106,365 at 4% or $70,910 at 6%; with 50% employer match about $70,910 at 4% or $47,273 at 6%; with 100% employer match about $53,182 at 4% or $35,455 at 6%. |
| Convergent 401(K) Plan | - | 12 | $1,321,039 | $51,055 | $4,255iApproximate average salary by contribution assumption: employee only about $106,365 at 4% or $70,910 at 6%; with 50% employer match about $70,910 at 4% or $47,273 at 6%; with 100% employer match about $53,182 at 4% or $35,455 at 6%. |
| 2018 | 1 | 12 | $1,159,482 | $80,412 | $6,701iApproximate average salary by contribution assumption: employee only about $167,525 at 4% or $111,683 at 6%; with 50% employer match about $111,683 at 4% or $74,456 at 6%; with 100% employer match about $83,763 at 4% or $55,842 at 6%. |
| Convergent 401(K) Plan | - | 12 | $1,159,482 | $80,412 | $6,701iApproximate average salary by contribution assumption: employee only about $167,525 at 4% or $111,683 at 6%; with 50% employer match about $111,683 at 4% or $74,456 at 6%; with 100% employer match about $83,763 at 4% or $55,842 at 6%. |
| 2017 | 1 | 12 | $1,471,273 | $143,219 | $11,935iApproximate average salary by contribution assumption: employee only about $298,373 at 4% or $198,915 at 6%; with 50% employer match about $198,915 at 4% or $132,610 at 6%; with 100% employer match about $149,186 at 4% or $99,458 at 6%. |
| Convergent 401(K) Plan | - | 12 | $1,471,273 | $143,219 | $11,935iApproximate average salary by contribution assumption: employee only about $298,373 at 4% or $198,915 at 6%; with 50% employer match about $198,915 at 4% or $132,610 at 6%; with 100% employer match about $149,186 at 4% or $99,458 at 6%. |
| 2016 | 1 | 11 | $1,163,917 | $155,523 | $14,138iApproximate average salary by contribution assumption: employee only about $353,461 at 4% or $235,641 at 6%; with 50% employer match about $235,641 at 4% or $157,094 at 6%; with 100% employer match about $176,731 at 4% or $117,820 at 6%. |
| Convergent 401(K) Plan | - | 11 | $1,163,917 | $155,523 | $14,138iApproximate average salary by contribution assumption: employee only about $353,461 at 4% or $235,641 at 6%; with 50% employer match about $235,641 at 4% or $157,094 at 6%; with 100% employer match about $176,731 at 4% or $117,820 at 6%. |
| 2015 | 1 | 10 | $939,299 | $63,856 | $6,386iApproximate average salary by contribution assumption: employee only about $159,640 at 4% or $106,427 at 6%; with 50% employer match about $106,427 at 4% or $70,951 at 6%; with 100% employer match about $79,820 at 4% or $53,213 at 6%. |
| Convergent 401(K) Plan | - | 10 | $939,299 | $63,856 | $6,386iApproximate average salary by contribution assumption: employee only about $159,640 at 4% or $106,427 at 6%; with 50% employer match about $106,427 at 4% or $70,951 at 6%; with 100% employer match about $79,820 at 4% or $53,213 at 6%. |
| 2014 | 1 | 9 | $893,168 | $54,270 | $6,030iApproximate average salary by contribution assumption: employee only about $150,750 at 4% or $100,500 at 6%; with 50% employer match about $100,500 at 4% or $67,000 at 6%; with 100% employer match about $75,375 at 4% or $50,250 at 6%. |
| Convergent 401(K) Plan | - | 9 | $893,168 | $54,270 | $6,030iApproximate average salary by contribution assumption: employee only about $150,750 at 4% or $100,500 at 6%; with 50% employer match about $100,500 at 4% or $67,000 at 6%; with 100% employer match about $75,375 at 4% or $50,250 at 6%. |
| 2013 | 1 | 14 | $855,758 | $65,623 | $4,687iApproximate average salary by contribution assumption: employee only about $117,184 at 4% or $78,123 at 6%; with 50% employer match about $78,123 at 4% or $52,082 at 6%; with 100% employer match about $58,592 at 4% or $39,061 at 6%. |
| Convergent 401(K) Plan | - | 14 | $855,758 | $65,623 | $4,687iApproximate average salary by contribution assumption: employee only about $117,184 at 4% or $78,123 at 6%; with 50% employer match about $78,123 at 4% or $52,082 at 6%; with 100% employer match about $58,592 at 4% or $39,061 at 6%. |
| 2012 | 1 | 16 | $731,132 | $59,576 | $3,724iApproximate average salary by contribution assumption: employee only about $93,088 at 4% or $62,058 at 6%; with 50% employer match about $62,058 at 4% or $41,372 at 6%; with 100% employer match about $46,544 at 4% or $31,029 at 6%. |
| Convergent 401(K) Plan | - | 16 | $731,132 | $59,576 | $3,724iApproximate average salary by contribution assumption: employee only about $93,088 at 4% or $62,058 at 6%; with 50% employer match about $62,058 at 4% or $41,372 at 6%; with 100% employer match about $46,544 at 4% or $31,029 at 6%. |
| 2011 | 1 | 12 | $593,303 | $59,994 | $5,000iApproximate average salary by contribution assumption: employee only about $124,988 at 4% or $83,325 at 6%; with 50% employer match about $83,325 at 4% or $55,550 at 6%; with 100% employer match about $62,494 at 4% or $41,663 at 6%. |
| Convergent 401(K) Plan | - | 12 | $593,303 | $59,994 | $5,000iApproximate average salary by contribution assumption: employee only about $124,988 at 4% or $83,325 at 6%; with 50% employer match about $83,325 at 4% or $55,550 at 6%; with 100% employer match about $62,494 at 4% or $41,663 at 6%. |
| 2010 | 1 | 13 | $571,313 | $66,960 | $5,151iApproximate average salary by contribution assumption: employee only about $128,769 at 4% or $85,846 at 6%; with 50% employer match about $85,846 at 4% or $57,231 at 6%; with 100% employer match about $64,385 at 4% or $42,923 at 6%. |
| Convergent 401(K) Plan | - | 13 | $571,313 | $66,960 | $5,151iApproximate average salary by contribution assumption: employee only about $128,769 at 4% or $85,846 at 6%; with 50% employer match about $85,846 at 4% or $57,231 at 6%; with 100% employer match about $64,385 at 4% or $42,923 at 6%. |
| 2009 | 1 | 11 | $440,807 | $69,322 | $6,302iApproximate average salary by contribution assumption: employee only about $157,550 at 4% or $105,033 at 6%; with 50% employer match about $105,033 at 4% or $70,022 at 6%; with 100% employer match about $78,775 at 4% or $52,517 at 6%. |
| Convergent 401(K) Plan | - | 11 | $440,807 | $69,322 | $6,302iApproximate average salary by contribution assumption: employee only about $157,550 at 4% or $105,033 at 6%; with 50% employer match about $105,033 at 4% or $70,022 at 6%; with 100% employer match about $78,775 at 4% or $52,517 at 6%. |
| 2007 | 1 | 11 | $0 | $0 | - |
| Convergent 401(K) Plan | - | 11 | - | - | - |