CONVERGENCE CPA GROUP, LLC
Plan context: CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN
EIN 27-1058337 • Greenwood Village, CO • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$1,009,148
2025 Contributions
$198,599
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 | 11 | $1,009,148 | $198,599 | $18,054iApproximate average salary by contribution assumption: employee only about $451,361 at 4% or $300,908 at 6%; with 50% employer match about $300,908 at 4% or $200,605 at 6%; with 100% employer match about $225,681 at 4% or $150,454 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 11 | $1,009,148 | $198,599 | $18,054iApproximate average salary by contribution assumption: employee only about $451,361 at 4% or $300,908 at 6%; with 50% employer match about $300,908 at 4% or $200,605 at 6%; with 100% employer match about $225,681 at 4% or $150,454 at 6%. |
| 2024 | 1 | 11 | $725,552 | $149,608 | $13,601iApproximate average salary by contribution assumption: employee only about $340,018 at 4% or $226,679 at 6%; with 50% employer match about $226,679 at 4% or $151,119 at 6%; with 100% employer match about $170,009 at 4% or $113,339 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 11 | $725,552 | $149,608 | $13,601iApproximate average salary by contribution assumption: employee only about $340,018 at 4% or $226,679 at 6%; with 50% employer match about $226,679 at 4% or $151,119 at 6%; with 100% employer match about $170,009 at 4% or $113,339 at 6%. |
| 2023 | 1 | 13 | $534,030 | $108,720 | $8,363iApproximate average salary by contribution assumption: employee only about $209,077 at 4% or $139,385 at 6%; with 50% employer match about $139,385 at 4% or $92,923 at 6%; with 100% employer match about $104,538 at 4% or $69,692 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 13 | $534,030 | $108,720 | $8,363iApproximate average salary by contribution assumption: employee only about $209,077 at 4% or $139,385 at 6%; with 50% employer match about $139,385 at 4% or $92,923 at 6%; with 100% employer match about $104,538 at 4% or $69,692 at 6%. |
| 2022 | 1 | 14 | $369,728 | $163,422 | $11,673iApproximate average salary by contribution assumption: employee only about $291,825 at 4% or $194,550 at 6%; with 50% employer match about $194,550 at 4% or $129,700 at 6%; with 100% employer match about $145,913 at 4% or $97,275 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 14 | $369,728 | $163,422 | $11,673iApproximate average salary by contribution assumption: employee only about $291,825 at 4% or $194,550 at 6%; with 50% employer match about $194,550 at 4% or $129,700 at 6%; with 100% employer match about $145,913 at 4% or $97,275 at 6%. |
| 2021 | 1 | 14 | $342,122 | $114,385 | $8,170iApproximate average salary by contribution assumption: employee only about $204,259 at 4% or $136,173 at 6%; with 50% employer match about $136,173 at 4% or $90,782 at 6%; with 100% employer match about $102,129 at 4% or $68,086 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 14 | $342,122 | $114,385 | $8,170iApproximate average salary by contribution assumption: employee only about $204,259 at 4% or $136,173 at 6%; with 50% employer match about $136,173 at 4% or $90,782 at 6%; with 100% employer match about $102,129 at 4% or $68,086 at 6%. |
| 2020 | 1 | 13 | $198,803 | $56,124 | $4,317iApproximate average salary by contribution assumption: employee only about $107,931 at 4% or $71,954 at 6%; with 50% employer match about $71,954 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,977 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 13 | $198,803 | $56,124 | $4,317iApproximate average salary by contribution assumption: employee only about $107,931 at 4% or $71,954 at 6%; with 50% employer match about $71,954 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,977 at 6%. |
| 2019 | 1 | 11 | $128,675 | $36,477 | $3,316iApproximate average salary by contribution assumption: employee only about $82,902 at 4% or $55,268 at 6%; with 50% employer match about $55,268 at 4% or $36,845 at 6%; with 100% employer match about $41,451 at 4% or $27,634 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 11 | $128,675 | $36,477 | $3,316iApproximate average salary by contribution assumption: employee only about $82,902 at 4% or $55,268 at 6%; with 50% employer match about $55,268 at 4% or $36,845 at 6%; with 100% employer match about $41,451 at 4% or $27,634 at 6%. |
| 2018 | 1 | 11 | $81,448 | $17,046 | $1,550iApproximate average salary by contribution assumption: employee only about $38,741 at 4% or $25,827 at 6%; with 50% employer match about $25,827 at 4% or $17,218 at 6%; with 100% employer match about $19,370 at 4% or $12,914 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 11 | $81,448 | $17,046 | $1,550iApproximate average salary by contribution assumption: employee only about $38,741 at 4% or $25,827 at 6%; with 50% employer match about $25,827 at 4% or $17,218 at 6%; with 100% employer match about $19,370 at 4% or $12,914 at 6%. |
| 2017 | 1 | 8 | $92,017 | $35,015 | $4,377iApproximate average salary by contribution assumption: employee only about $109,422 at 4% or $72,948 at 6%; with 50% employer match about $72,948 at 4% or $48,632 at 6%; with 100% employer match about $54,711 at 4% or $36,474 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 8 | $92,017 | $35,015 | $4,377iApproximate average salary by contribution assumption: employee only about $109,422 at 4% or $72,948 at 6%; with 50% employer match about $72,948 at 4% or $48,632 at 6%; with 100% employer match about $54,711 at 4% or $36,474 at 6%. |
| 2016 | 1 | 8 | $60,209 | $59,348 | $7,419iApproximate average salary by contribution assumption: employee only about $185,463 at 4% or $123,642 at 6%; with 50% employer match about $123,642 at 4% or $82,428 at 6%; with 100% employer match about $92,731 at 4% or $61,821 at 6%. |
| CONVERGENCE CPA GROUP, LLC RETIREMENT PLAN | - | 8 | $60,209 | $59,348 | $7,419iApproximate average salary by contribution assumption: employee only about $185,463 at 4% or $123,642 at 6%; with 50% employer match about $123,642 at 4% or $82,428 at 6%; with 100% employer match about $92,731 at 4% or $61,821 at 6%. |