2023 Form 5500 filing — Cvp Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917052440NAL0000999731001) for Cvp Retirement Savings Plan, reported by Customer Value Partners, LLC under EIN 01-0570597 and plan number 001. It reports 915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917052440NAL0000999731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Customer Value Partners, LLC
- EIN
- 01-0570597
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,120,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,120,737
- Employer contributions
- $2,270,907
- Participant contributions
- $6,252,637
- Total income / additions
- $16,774,392
- Benefits paid
- $4,510,146
- Administrative expenses
- $178,088
- Total expenses
- $4,704,947
- Net increase / (decrease)
- $12,069,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors | INVESTMENT/FINANCIAL ADVI | $166,554 | $0 |
| Adp, Inc. | RECORD KEEPER | $85,880 | $0 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $8,925 | $0 |