Conifer Financial Services
Plan context: Conifer Financial Services LLC 401(K) Plan
EIN 46-4524280 • 4 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
90
2016 Assets
$9,196,304
2016 Contributions
$1,690,208
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 |
|---|---|---|---|---|---|
| 2016 | 2 | 90 | $0 | $0 | - |
| Conifer Financial Services Health and Welfare Benefit Plan | - | 90 | - | - | - |
| Conifer Financial Services LLC 401(K) Plan | - | 0 | - | - | - |
| 2015 | 2 | 139 | $9,196,304 | $1,690,208 | $12,160iApproximate average salary by contribution assumption: employee only about $303,994 at 4% or $202,663 at 6%; with 50% employer match about $202,663 at 4% or $135,109 at 6%; with 100% employer match about $151,997 at 4% or $101,331 at 6%. |
| Conifer Financial Services LLC 401(K) Plan | - | 139 | $9,196,304 | $1,690,208 | $12,160iApproximate average salary by contribution assumption: employee only about $303,994 at 4% or $202,663 at 6%; with 50% employer match about $202,663 at 4% or $135,109 at 6%; with 100% employer match about $151,997 at 4% or $101,331 at 6%. |
| Conifer Financial Services Health and Welfare Benefit Plan | - | 106 | - | - | - |