Civic Intelligence

Conifer Companies Inc.

Plan context: Conifer Companies Inc. 401(K) Plan

EIN 85-4371273 • 5 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,049,029

2024 Contributions

$300,000

Historical Graphs

Total Assets Over Time

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

$1,275,416$637,708$0202020222024YearValue
$1,049,029Latest year 2024

Participants Over Time

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

320202020222024YearValue
3Latest 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
202413$1,049,029$0-
Conifer Companies Inc. 401(K) Plan-3$1,049,029--
202312$1,022,101$0-
Conifer Companies Inc. 401(K) Plan-2$1,022,101--
202212$1,273,876$0-
Conifer Companies Inc. 401(K) Plan-2$1,273,876--
202111$1,275,416$300,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
Conifer Companies Inc. 401(K) Plan-1$1,275,416$300,000$300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%.
202011$791,744$800,020$800,020iApproximate average salary by contribution assumption: employee only about $20,000,500 at 4% or $13,333,667 at 6%; with 50% employer match about $13,333,667 at 4% or $8,889,111 at 6%; with 100% employer match about $10,000,250 at 4% or $6,666,833 at 6%.
Conifer Companies Inc. 401(K) Plan-1$791,744$800,020$800,020iApproximate average salary by contribution assumption: employee only about $20,000,500 at 4% or $13,333,667 at 6%; with 50% employer match about $13,333,667 at 4% or $8,889,111 at 6%; with 100% employer match about $10,000,250 at 4% or $6,666,833 at 6%.