How big is Confluence Philanthropy Inc.'s plan?

Confluence Philanthropy Inc.'s plan reported $624K in assets and 8 participants for 2024.

Original filing (PDF)20250930121720NAL0011648481001

Confluence Philanthropy Inc.

Name: Confluence Philanthropy Inc. — Confluence Philanthro, Form 5500 (2024)
Creator: Confluence Philanthropy Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Confluence Philanthropy Inc. Retirement Plan

401(k) retirement plan · Confluence Philanthropy Inc.'s Confluence Philanthropy Inc. Retirement Plan held $624K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

Plan identifiers

Confluence Philanthropy Inc.'s EIN is 27-3018135.

EIN 27-3018135

Plan number 001

Plan year 2024

ACK ID 20250930121720NAL0011648481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Confluence Philanthropy Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Confluence Philanthropy Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score