Converge Direct LLC
Plan context: Converge Direct LLC 401(K) Profit Sharing Plan
EIN 20-4590788 • New York, NY • 26 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
90
2025 Assets
$4,220,508
2025 Contributions
$167,207
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 | 0 | $0 | $0 | - |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2024 | 1 | 90 | $4,220,508 | $167,207 | $1,858iApproximate average salary by contribution assumption: employee only about $46,446 at 4% or $30,964 at 6%; with 50% employer match about $30,964 at 4% or $20,643 at 6%; with 100% employer match about $23,223 at 4% or $15,482 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 90 | $4,220,508 | $167,207 | $1,858iApproximate average salary by contribution assumption: employee only about $46,446 at 4% or $30,964 at 6%; with 50% employer match about $30,964 at 4% or $20,643 at 6%; with 100% employer match about $23,223 at 4% or $15,482 at 6%. |
| 2023 | 1 | 144 | $9,116,439 | $1,137,344 | $7,898iApproximate average salary by contribution assumption: employee only about $197,456 at 4% or $131,637 at 6%; with 50% employer match about $131,637 at 4% or $87,758 at 6%; with 100% employer match about $98,728 at 4% or $65,819 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 144 | $9,116,439 | $1,137,344 | $7,898iApproximate average salary by contribution assumption: employee only about $197,456 at 4% or $131,637 at 6%; with 50% employer match about $131,637 at 4% or $87,758 at 6%; with 100% employer match about $98,728 at 4% or $65,819 at 6%. |
| 2022 | 1 | 116 | $9,764,692 | $1,335,894 | $11,516iApproximate average salary by contribution assumption: employee only about $287,908 at 4% or $191,939 at 6%; with 50% employer match about $191,939 at 4% or $127,959 at 6%; with 100% employer match about $143,954 at 4% or $95,969 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 116 | $9,764,692 | $1,335,894 | $11,516iApproximate average salary by contribution assumption: employee only about $287,908 at 4% or $191,939 at 6%; with 50% employer match about $191,939 at 4% or $127,959 at 6%; with 100% employer match about $143,954 at 4% or $95,969 at 6%. |
| 2021 | 1 | 109 | $10,086,800 | $934,478 | $8,573iApproximate average salary by contribution assumption: employee only about $214,330 at 4% or $142,887 at 6%; with 50% employer match about $142,887 at 4% or $95,258 at 6%; with 100% employer match about $107,165 at 4% or $71,443 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 109 | $10,086,800 | $934,478 | $8,573iApproximate average salary by contribution assumption: employee only about $214,330 at 4% or $142,887 at 6%; with 50% employer match about $142,887 at 4% or $95,258 at 6%; with 100% employer match about $107,165 at 4% or $71,443 at 6%. |
| 2020 | 1 | 100 | $8,408,523 | $843,954 | $8,440iApproximate average salary by contribution assumption: employee only about $210,989 at 4% or $140,659 at 6%; with 50% employer match about $140,659 at 4% or $93,773 at 6%; with 100% employer match about $105,494 at 4% or $70,330 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 100 | $8,408,523 | $843,954 | $8,440iApproximate average salary by contribution assumption: employee only about $210,989 at 4% or $140,659 at 6%; with 50% employer match about $140,659 at 4% or $93,773 at 6%; with 100% employer match about $105,494 at 4% or $70,330 at 6%. |
| 2019 | 1 | 103 | $6,775,337 | $649,716 | $6,308iApproximate average salary by contribution assumption: employee only about $157,698 at 4% or $105,132 at 6%; with 50% employer match about $105,132 at 4% or $70,088 at 6%; with 100% employer match about $78,849 at 4% or $52,566 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 103 | $6,775,337 | $649,716 | $6,308iApproximate average salary by contribution assumption: employee only about $157,698 at 4% or $105,132 at 6%; with 50% employer match about $105,132 at 4% or $70,088 at 6%; with 100% employer match about $78,849 at 4% or $52,566 at 6%. |
| 2018 | 1 | 116 | $6,679,500 | $481,770 | $4,153iApproximate average salary by contribution assumption: employee only about $103,830 at 4% or $69,220 at 6%; with 50% employer match about $69,220 at 4% or $46,147 at 6%; with 100% employer match about $51,915 at 4% or $34,610 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 116 | $6,679,500 | $481,770 | $4,153iApproximate average salary by contribution assumption: employee only about $103,830 at 4% or $69,220 at 6%; with 50% employer match about $69,220 at 4% or $46,147 at 6%; with 100% employer match about $51,915 at 4% or $34,610 at 6%. |
| 2017 | 1 | 119 | $6,779,329 | $483,456 | $4,063iApproximate average salary by contribution assumption: employee only about $101,566 at 4% or $67,711 at 6%; with 50% employer match about $67,711 at 4% or $45,141 at 6%; with 100% employer match about $50,783 at 4% or $33,855 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 119 | $6,779,329 | $483,456 | $4,063iApproximate average salary by contribution assumption: employee only about $101,566 at 4% or $67,711 at 6%; with 50% employer match about $67,711 at 4% or $45,141 at 6%; with 100% employer match about $50,783 at 4% or $33,855 at 6%. |
| 2016 | 1 | 108 | $5,689,481 | $600,018 | $5,556iApproximate average salary by contribution assumption: employee only about $138,893 at 4% or $92,595 at 6%; with 50% employer match about $92,595 at 4% or $61,730 at 6%; with 100% employer match about $69,447 at 4% or $46,298 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 108 | $5,689,481 | $600,018 | $5,556iApproximate average salary by contribution assumption: employee only about $138,893 at 4% or $92,595 at 6%; with 50% employer match about $92,595 at 4% or $61,730 at 6%; with 100% employer match about $69,447 at 4% or $46,298 at 6%. |
| 2015 | 2 | 93 | $4,884,370 | $525,357 | $5,649iApproximate average salary by contribution assumption: employee only about $141,225 at 4% or $94,150 at 6%; with 50% employer match about $94,150 at 4% or $62,767 at 6%; with 100% employer match about $70,613 at 4% or $47,075 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 93 | $4,884,370 | $525,357 | $5,649iApproximate average salary by contribution assumption: employee only about $141,225 at 4% or $94,150 at 6%; with 50% employer match about $94,150 at 4% or $62,767 at 6%; with 100% employer match about $70,613 at 4% or $47,075 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 0 | $0 | - | - |
| 2014 | 2 | 86 | $4,716,147 | $660,645 | $7,682iApproximate average salary by contribution assumption: employee only about $192,048 at 4% or $128,032 at 6%; with 50% employer match about $128,032 at 4% or $85,355 at 6%; with 100% employer match about $96,024 at 4% or $64,016 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 86 | $4,715,390 | $660,645 | $7,682iApproximate average salary by contribution assumption: employee only about $192,048 at 4% or $128,032 at 6%; with 50% employer match about $128,032 at 4% or $85,355 at 6%; with 100% employer match about $96,024 at 4% or $64,016 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 0 | $757 | - | - |
| 2013 | 2 | 84 | $5,368,108 | $563,178 | $6,705iApproximate average salary by contribution assumption: employee only about $167,613 at 4% or $111,742 at 6%; with 50% employer match about $111,742 at 4% or $74,494 at 6%; with 100% employer match about $83,806 at 4% or $55,871 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 84 | $4,000,079 | $563,178 | $6,705iApproximate average salary by contribution assumption: employee only about $167,613 at 4% or $111,742 at 6%; with 50% employer match about $111,742 at 4% or $74,494 at 6%; with 100% employer match about $83,806 at 4% or $55,871 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 55 | $1,368,029 | - | - |
| 2012 | 2 | 74 | $4,449,806 | $877,956 | $11,864iApproximate average salary by contribution assumption: employee only about $296,607 at 4% or $197,738 at 6%; with 50% employer match about $197,738 at 4% or $131,825 at 6%; with 100% employer match about $148,303 at 4% or $98,869 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 74 | $3,125,214 | $576,033 | $7,784iApproximate average salary by contribution assumption: employee only about $194,606 at 4% or $129,737 at 6%; with 50% employer match about $129,737 at 4% or $86,491 at 6%; with 100% employer match about $97,303 at 4% or $64,869 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 47 | $1,324,592 | $301,923 | $6,424iApproximate average salary by contribution assumption: employee only about $160,597 at 4% or $107,065 at 6%; with 50% employer match about $107,065 at 4% or $71,377 at 6%; with 100% employer match about $80,299 at 4% or $53,532 at 6%. |
| 2011 | 2 | 62 | $3,321,164 | $789,105 | $12,728iApproximate average salary by contribution assumption: employee only about $318,188 at 4% or $212,125 at 6%; with 50% employer match about $212,125 at 4% or $141,417 at 6%; with 100% employer match about $159,094 at 4% or $106,063 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 62 | $2,346,241 | $543,152 | $8,761iApproximate average salary by contribution assumption: employee only about $219,013 at 4% or $146,009 at 6%; with 50% employer match about $146,009 at 4% or $97,339 at 6%; with 100% employer match about $109,506 at 4% or $73,004 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 33 | $974,923 | $245,953 | $7,453iApproximate average salary by contribution assumption: employee only about $186,328 at 4% or $124,219 at 6%; with 50% employer match about $124,219 at 4% or $82,812 at 6%; with 100% employer match about $93,164 at 4% or $62,109 at 6%. |
| 2010 | 2 | 49 | $2,574,105 | $726,700 | $14,831iApproximate average salary by contribution assumption: employee only about $370,765 at 4% or $247,177 at 6%; with 50% employer match about $247,177 at 4% or $164,785 at 6%; with 100% employer match about $185,383 at 4% or $123,588 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 49 | $1,848,654 | $487,919 | $9,958iApproximate average salary by contribution assumption: employee only about $248,938 at 4% or $165,959 at 6%; with 50% employer match about $165,959 at 4% or $110,639 at 6%; with 100% employer match about $124,469 at 4% or $82,979 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 25 | $725,451 | $238,781 | $9,551iApproximate average salary by contribution assumption: employee only about $238,781 at 4% or $159,187 at 6%; with 50% employer match about $159,187 at 4% or $106,125 at 6%; with 100% employer match about $119,391 at 4% or $79,594 at 6%. |
| 2009 | 2 | 33 | $1,694,624 | $754,492 | $22,863iApproximate average salary by contribution assumption: employee only about $571,585 at 4% or $381,057 at 6%; with 50% employer match about $381,057 at 4% or $254,038 at 6%; with 100% employer match about $285,792 at 4% or $190,528 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 33 | $1,229,436 | $515,644 | $15,626iApproximate average salary by contribution assumption: employee only about $390,639 at 4% or $260,426 at 6%; with 50% employer match about $260,426 at 4% or $173,618 at 6%; with 100% employer match about $195,320 at 4% or $130,213 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 14 | $465,188 | $238,848 | $17,061iApproximate average salary by contribution assumption: employee only about $426,514 at 4% or $284,343 at 6%; with 50% employer match about $284,343 at 4% or $189,562 at 6%; with 100% employer match about $213,257 at 4% or $142,171 at 6%. |
| 2008 | 2 | 17 | $783,369 | $436,209 | $25,659iApproximate average salary by contribution assumption: employee only about $641,484 at 4% or $427,656 at 6%; with 50% employer match about $427,656 at 4% or $285,104 at 6%; with 100% employer match about $320,742 at 4% or $213,828 at 6%. |
| Converge Direct LLC 401(K) Profit Sharing Plan | - | 17 | $562,840 | $215,680 | $12,687iApproximate average salary by contribution assumption: employee only about $317,176 at 4% or $211,451 at 6%; with 50% employer match about $211,451 at 4% or $140,967 at 6%; with 100% employer match about $158,588 at 4% or $105,725 at 6%. |
| CONVERGE DIRECT, LLC CASH BALANCE PENSION PLAN | - | 12 | $220,529 | $220,529 | $18,377iApproximate average salary by contribution assumption: employee only about $459,435 at 4% or $306,290 at 6%; with 50% employer match about $306,290 at 4% or $204,194 at 6%; with 100% employer match about $229,718 at 4% or $153,145 at 6%. |