2023 Form 5500 filing — Csdvrs, 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 20241003054236NAL0005481555001) for Csdvrs, LLC 401(K) Plan, reported by Csdvrs, LLC under EIN 20-5985901 and plan number 002. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.8MReported net assets$15,767,705
Participants613
Provider compensation$108.6K4 Schedule C row(s)$108,609
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003054236NAL0005481555001
- Plan sponsor
- Csdvrs, LLC
- EIN
- 20-5985901
- Plan number
- 002
- Location
- Austin, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,767,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,767,705
- Employer contributions
- $616,446
- Participant contributions
- $1,238,709
- Total income / additions
- $4,258,110
- Benefits paid
- $1,126,944
- Administrative expenses
- $108,611
- Total expenses
- $1,254,052
- Net increase / (decrease)
- $3,004,058
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $65,988 | $0 |
| The Patriot Fncl Grp Insur. Agency, | INVESTMENT/FINANCIAL ADVI | $24,793 | $0 |
| Securities America Advisors, Inc. | INVESTMENT/FINANCIAL ADVI | $17,828 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |