2023 Form 5500 filing — Cvent, Inc.

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 20240930151948NAL0011516018001) for Cvent, Inc., reported by Cvent, Inc. under EIN 54-1954458 and plan number 001. It reports 2,787 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240930151948NAL0011516018001
Filing year
2023
Form type
2
Plan sponsor
Cvent, Inc.
EIN
54-1954458
Plan number
001
Location
Tysons Corner, VA
Participants
2,787
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$193,767,967
Total liabilities (EOY)
$0
Net assets (EOY)
$193,767,967
Employer contributions
$4,197,194
Participant contributions
$19,704,341
Total income / additions
$58,377,682
Benefits paid
$10,872,548
Administrative expenses
$267,334
Total expenses
$11,152,144
Net increase / (decrease)
$47,225,538
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$167,624$0
Strategic Advisors, Inc.ADVISOR$49,710not reported in the loaded dataset
Creative Planning LLCADVISOR$37,500not reported in the loaded dataset
Lockton Investment AdvisorsADVISOR$12,500not reported in the loaded dataset

Related Form 5500 pages