2023 Form 5500 filing — Centerview Partners LLC 401(K) 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 20240924164746NAL0013073937001) for Centerview Partners LLC 401(K) Plan, reported by Centerview Partners LLC under EIN 20-0834979 and plan number 001. It reports 536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924164746NAL0013073937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Centerview Partners LLC
- EIN
- 20-0834979
- Plan number
- 001
- Location
- New York, NY
- Participants
- 536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,319,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,319,433
- Employer contributions
- $0
- Participant contributions
- $7,447,005
- Total income / additions
- $17,566,860
- Benefits paid
- $2,253,861
- Administrative expenses
- $674
- Total expenses
- $2,254,535
- Net increase / (decrease)
- $15,312,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $484 | $0 |
| Paychex Securities Corporation | RECORDKEEPER | $190 | $0 |