Civic Intelligence

Convergence Consulting Group Inc.

Plan context: Convergence Consulting Retirement Trust

EIN 27-0017025 • Tampa, FL • 16 filings • 1 plans

2502 North Rocky Point DriveTampa, FL 33607
Current Snapshot

Latest Year

2020

2020 Participants

61

2020 Assets

$7,215,388

2020 Contributions

$799,997

Historical Graphs

Total Assets Over Time

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

$7,215,388$3,607,694$0200520142020YearValue
$7,215,388Latest year 2020

Participants Over Time

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

75380200520132020YearValue
61Latest year 2020

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
2020161$7,215,388$799,997$13,115iApproximate average salary by contribution assumption: employee only about $327,868 at 4% or $218,578 at 6%; with 50% employer match about $218,578 at 4% or $145,719 at 6%; with 100% employer match about $163,934 at 4% or $109,289 at 6%.
Convergence Consulting Retirement Trust-61$7,215,388$799,997$13,115iApproximate average salary by contribution assumption: employee only about $327,868 at 4% or $218,578 at 6%; with 50% employer match about $218,578 at 4% or $145,719 at 6%; with 100% employer match about $163,934 at 4% or $109,289 at 6%.
2019175$5,874,756$1,052,290$14,031iApproximate average salary by contribution assumption: employee only about $350,763 at 4% or $233,842 at 6%; with 50% employer match about $233,842 at 4% or $155,895 at 6%; with 100% employer match about $175,382 at 4% or $116,921 at 6%.
Convergence Consulting Retirement Trust-75$5,874,756$1,052,290$14,031iApproximate average salary by contribution assumption: employee only about $350,763 at 4% or $233,842 at 6%; with 50% employer match about $233,842 at 4% or $155,895 at 6%; with 100% employer match about $175,382 at 4% or $116,921 at 6%.
2018160$4,063,632$733,115$12,219iApproximate average salary by contribution assumption: employee only about $305,465 at 4% or $203,643 at 6%; with 50% employer match about $203,643 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,822 at 6%.
Convergence Consulting Retirement Trust-60$4,063,632$733,115$12,219iApproximate average salary by contribution assumption: employee only about $305,465 at 4% or $203,643 at 6%; with 50% employer match about $203,643 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,822 at 6%.
2017151$4,785,235$457,849$8,977iApproximate average salary by contribution assumption: employee only about $224,436 at 4% or $149,624 at 6%; with 50% employer match about $149,624 at 4% or $99,749 at 6%; with 100% employer match about $112,218 at 4% or $74,812 at 6%.
Convergence Consulting Retirement Trust-51$4,785,235$457,849$8,977iApproximate average salary by contribution assumption: employee only about $224,436 at 4% or $149,624 at 6%; with 50% employer match about $149,624 at 4% or $99,749 at 6%; with 100% employer match about $112,218 at 4% or $74,812 at 6%.
2016149$3,835,400$472,637$9,646iApproximate average salary by contribution assumption: employee only about $241,141 at 4% or $160,761 at 6%; with 50% employer match about $160,761 at 4% or $107,174 at 6%; with 100% employer match about $120,571 at 4% or $80,380 at 6%.
Convergence Consulting Retirement Trust-49$3,835,400$472,637$9,646iApproximate average salary by contribution assumption: employee only about $241,141 at 4% or $160,761 at 6%; with 50% employer match about $160,761 at 4% or $107,174 at 6%; with 100% employer match about $120,571 at 4% or $80,380 at 6%.
2015144$3,229,782$442,915$10,066iApproximate average salary by contribution assumption: employee only about $251,656 at 4% or $167,771 at 6%; with 50% employer match about $167,771 at 4% or $111,847 at 6%; with 100% employer match about $125,828 at 4% or $83,885 at 6%.
Convergence Consulting Retirement Trust-44$3,229,782$442,915$10,066iApproximate average salary by contribution assumption: employee only about $251,656 at 4% or $167,771 at 6%; with 50% employer match about $167,771 at 4% or $111,847 at 6%; with 100% employer match about $125,828 at 4% or $83,885 at 6%.
2014135$2,864,582$571,296$16,323iApproximate average salary by contribution assumption: employee only about $408,069 at 4% or $272,046 at 6%; with 50% employer match about $272,046 at 4% or $181,364 at 6%; with 100% employer match about $204,034 at 4% or $136,023 at 6%.
Convergence Consulting Retirement Trust-35$2,864,582$571,296$16,323iApproximate average salary by contribution assumption: employee only about $408,069 at 4% or $272,046 at 6%; with 50% employer match about $272,046 at 4% or $181,364 at 6%; with 100% employer match about $204,034 at 4% or $136,023 at 6%.
2013128$2,161,987$273,260$9,759iApproximate average salary by contribution assumption: employee only about $243,982 at 4% or $162,655 at 6%; with 50% employer match about $162,655 at 4% or $108,437 at 6%; with 100% employer match about $121,991 at 4% or $81,327 at 6%.
Convergence Consulting Retirement Trust-28$2,161,987$273,260$9,759iApproximate average salary by contribution assumption: employee only about $243,982 at 4% or $162,655 at 6%; with 50% employer match about $162,655 at 4% or $108,437 at 6%; with 100% employer match about $121,991 at 4% or $81,327 at 6%.
2012115$1,651,980$185,256$12,350iApproximate average salary by contribution assumption: employee only about $308,760 at 4% or $205,840 at 6%; with 50% employer match about $205,840 at 4% or $137,227 at 6%; with 100% employer match about $154,380 at 4% or $102,920 at 6%.
Convergence Consulting Retirement Trust-15$1,651,980$185,256$12,350iApproximate average salary by contribution assumption: employee only about $308,760 at 4% or $205,840 at 6%; with 50% employer match about $205,840 at 4% or $137,227 at 6%; with 100% employer match about $154,380 at 4% or $102,920 at 6%.
2011110$1,326,956$142,967$14,297iApproximate average salary by contribution assumption: employee only about $357,418 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,709 at 4% or $119,139 at 6%.
Convergence Consulting Retirement Trust-10$1,326,956$142,967$14,297iApproximate average salary by contribution assumption: employee only about $357,418 at 4% or $238,278 at 6%; with 50% employer match about $238,278 at 4% or $158,852 at 6%; with 100% employer match about $178,709 at 4% or $119,139 at 6%.
201019$1,174,192$119,305$13,256iApproximate average salary by contribution assumption: employee only about $331,403 at 4% or $220,935 at 6%; with 50% employer match about $220,935 at 4% or $147,290 at 6%; with 100% employer match about $165,701 at 4% or $110,468 at 6%.
Convergence Consulting Retirement Trust-9$1,174,192$119,305$13,256iApproximate average salary by contribution assumption: employee only about $331,403 at 4% or $220,935 at 6%; with 50% employer match about $220,935 at 4% or $147,290 at 6%; with 100% employer match about $165,701 at 4% or $110,468 at 6%.
200917$933,244$99,764$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
Convergence Consulting Retirement Trust-7$933,244$99,764$14,252iApproximate average salary by contribution assumption: employee only about $356,300 at 4% or $237,533 at 6%; with 50% employer match about $237,533 at 4% or $158,356 at 6%; with 100% employer match about $178,150 at 4% or $118,767 at 6%.
200817$693,052$161,494$23,071iApproximate average salary by contribution assumption: employee only about $576,764 at 4% or $384,510 at 6%; with 50% employer match about $384,510 at 4% or $256,340 at 6%; with 100% employer match about $288,382 at 4% or $192,255 at 6%.
Convergence Consulting Retirement Trust-7$693,052$161,494$23,071iApproximate average salary by contribution assumption: employee only about $576,764 at 4% or $384,510 at 6%; with 50% employer match about $384,510 at 4% or $256,340 at 6%; with 100% employer match about $288,382 at 4% or $192,255 at 6%.
200716$0$0-
Convergence Consulting Retirement Trust-6---
200610$0$0-
Convergence Consulting Retirement Trust-0---
200515$332,119$134,800$26,960iApproximate average salary by contribution assumption: employee only about $674,000 at 4% or $449,333 at 6%; with 50% employer match about $449,333 at 4% or $299,556 at 6%; with 100% employer match about $337,000 at 4% or $224,667 at 6%.
Convergence Consulting Retirement Trust-5$332,119$134,800$26,960iApproximate average salary by contribution assumption: employee only about $674,000 at 4% or $449,333 at 6%; with 50% employer match about $449,333 at 4% or $299,556 at 6%; with 100% employer match about $337,000 at 4% or $224,667 at 6%.