Civic Intelligence

Convergence Data Services Inc.

Plan context: Convergence Data Services Inc. Cash Balance Plan

EIN 26-0689234 • Orlando, FL • 17 filings • 3 plans

7648 Southland BlvdSuite 107Orlando, FL 32809
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,270,916

2024 Contributions

$256,096

Historical Graphs

Total Assets Over Time

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

$4,270,916$2,135,458$0201520202024YearValue
$4,270,916Latest year 2024

Participants Over Time

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

1790201520202024YearValue
17Latest 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
2024217$4,270,916$256,096$15,064iApproximate average salary by contribution assumption: employee only about $376,612 at 4% or $251,075 at 6%; with 50% employer match about $251,075 at 4% or $167,383 at 6%; with 100% employer match about $188,306 at 4% or $125,537 at 6%.
Convergence Data Services Inc. Cash Balance Plan-11$2,386,906--
Convergence Data Services Inc. 401(K) Plan-17$1,884,010$256,096$15,064iApproximate average salary by contribution assumption: employee only about $376,612 at 4% or $251,075 at 6%; with 50% employer match about $251,075 at 4% or $167,383 at 6%; with 100% employer match about $188,306 at 4% or $125,537 at 6%.
2023215$3,436,691$878,044$58,536iApproximate average salary by contribution assumption: employee only about $1,463,407 at 4% or $975,604 at 6%; with 50% employer match about $975,604 at 4% or $650,403 at 6%; with 100% employer match about $731,703 at 4% or $487,802 at 6%.
Convergence Data Services Inc. Cash Balance Plan-8$2,050,982$599,400$74,925iApproximate average salary by contribution assumption: employee only about $1,873,125 at 4% or $1,248,750 at 6%; with 50% employer match about $1,248,750 at 4% or $832,500 at 6%; with 100% employer match about $936,563 at 4% or $624,375 at 6%.
Convergence Data Services Inc. 401(K) Plan-15$1,385,709$278,644$18,576iApproximate average salary by contribution assumption: employee only about $464,407 at 4% or $309,604 at 6%; with 50% employer match about $309,604 at 4% or $206,403 at 6%; with 100% employer match about $232,203 at 4% or $154,802 at 6%.
2022212$2,165,146$216,131$18,011iApproximate average salary by contribution assumption: employee only about $450,273 at 4% or $300,182 at 6%; with 50% employer match about $300,182 at 4% or $200,121 at 6%; with 100% employer match about $225,136 at 4% or $150,091 at 6%.
Convergence Data Services Inc. Cash Balance Plan-7$1,205,997$55,000$7,857iApproximate average salary by contribution assumption: employee only about $196,429 at 4% or $130,952 at 6%; with 50% employer match about $130,952 at 4% or $87,302 at 6%; with 100% employer match about $98,214 at 4% or $65,476 at 6%.
Convergence Data Services Inc. 401(K) Plan-12$959,149$161,131$13,428iApproximate average salary by contribution assumption: employee only about $335,690 at 4% or $223,793 at 6%; with 50% employer match about $223,793 at 4% or $149,195 at 6%; with 100% employer match about $167,845 at 4% or $111,897 at 6%.
202129$2,288,732$645,640$71,738iApproximate average salary by contribution assumption: employee only about $1,793,444 at 4% or $1,195,630 at 6%; with 50% employer match about $1,195,630 at 4% or $797,086 at 6%; with 100% employer match about $896,722 at 4% or $597,815 at 6%.
Convergence Data Services Inc. Cash Balance Plan-7$1,306,884$490,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Convergence Data Services Inc. 401(K) Plan-9$981,848$155,640$17,293iApproximate average salary by contribution assumption: employee only about $432,333 at 4% or $288,222 at 6%; with 50% employer match about $288,222 at 4% or $192,148 at 6%; with 100% employer match about $216,167 at 4% or $144,111 at 6%.
202028$1,399,366$457,474$57,184iApproximate average salary by contribution assumption: employee only about $1,429,606 at 4% or $953,071 at 6%; with 50% employer match about $953,071 at 4% or $635,381 at 6%; with 100% employer match about $714,803 at 4% or $476,535 at 6%.
Convergence Data Services Inc. 401(K) Plan-8$704,514$137,474$17,184iApproximate average salary by contribution assumption: employee only about $429,606 at 4% or $286,404 at 6%; with 50% employer match about $286,404 at 4% or $190,936 at 6%; with 100% employer match about $214,803 at 4% or $143,202 at 6%.
Convergence Data Services Inc. Cash Balance Plan-6$694,852$320,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
201928$787,369$194,958$24,370iApproximate average salary by contribution assumption: employee only about $609,244 at 4% or $406,163 at 6%; with 50% employer match about $406,163 at 4% or $270,775 at 6%; with 100% employer match about $304,622 at 4% or $203,081 at 6%.
Convergence Data Services Inc. 401(K) Plan-8$465,670$75,958$9,495iApproximate average salary by contribution assumption: employee only about $237,369 at 4% or $158,246 at 6%; with 50% employer match about $158,246 at 4% or $105,497 at 6%; with 100% employer match about $118,684 at 4% or $79,123 at 6%.
Convergence Data Services Inc. Cash Balance Plan-2$321,699$119,000$59,500iApproximate average salary by contribution assumption: employee only about $1,487,500 at 4% or $991,667 at 6%; with 50% employer match about $991,667 at 4% or $661,111 at 6%; with 100% employer match about $743,750 at 4% or $495,833 at 6%.
201825$519,187$283,987$56,797iApproximate average salary by contribution assumption: employee only about $1,419,935 at 4% or $946,623 at 6%; with 50% employer match about $946,623 at 4% or $631,082 at 6%; with 100% employer match about $709,968 at 4% or $473,312 at 6%.
Convergence Data Services Inc. 401(K) Plan-4$327,837$92,637$23,159iApproximate average salary by contribution assumption: employee only about $578,981 at 4% or $385,988 at 6%; with 50% employer match about $385,988 at 4% or $257,325 at 6%; with 100% employer match about $289,491 at 4% or $192,994 at 6%.
Convergence Data Services Inc. Cash Balance Plan-5$191,350$191,350$38,270iApproximate average salary by contribution assumption: employee only about $956,750 at 4% or $637,833 at 6%; with 50% employer match about $637,833 at 4% or $425,222 at 6%; with 100% employer match about $478,375 at 4% or $318,917 at 6%.
201715$277,638$56,332$11,266iApproximate average salary by contribution assumption: employee only about $281,660 at 4% or $187,773 at 6%; with 50% employer match about $187,773 at 4% or $125,182 at 6%; with 100% employer match about $140,830 at 4% or $93,887 at 6%.
Convergence Data Services Inc. 401(K) Plan-5$277,638$56,332$11,266iApproximate average salary by contribution assumption: employee only about $281,660 at 4% or $187,773 at 6%; with 50% employer match about $187,773 at 4% or $125,182 at 6%; with 100% employer match about $140,830 at 4% or $93,887 at 6%.
201614$181,982$142,357$35,589iApproximate average salary by contribution assumption: employee only about $889,731 at 4% or $593,154 at 6%; with 50% employer match about $593,154 at 4% or $395,436 at 6%; with 100% employer match about $444,866 at 4% or $296,577 at 6%.
Convergence Data Services Inc. 401(K) Plan-4$181,982$142,357$35,589iApproximate average salary by contribution assumption: employee only about $889,731 at 4% or $593,154 at 6%; with 50% employer match about $593,154 at 4% or $395,436 at 6%; with 100% employer match about $444,866 at 4% or $296,577 at 6%.
201512$25,768$26,493$13,247iApproximate average salary by contribution assumption: employee only about $331,163 at 4% or $220,775 at 6%; with 50% employer match about $220,775 at 4% or $147,183 at 6%; with 100% employer match about $165,581 at 4% or $110,388 at 6%.
Convergence Data Services Inc. 401(K) Plan-2$25,768$26,493$13,247iApproximate average salary by contribution assumption: employee only about $331,163 at 4% or $220,775 at 6%; with 50% employer match about $220,775 at 4% or $147,183 at 6%; with 100% employer match about $165,581 at 4% or $110,388 at 6%.