2023 Form 5500 filing — Cvr Management, 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 20241014113759NAL0026056657001) for Cvr Management, LLC 401(K) Plan, reported by Cvr Management, LLC under EIN 45-3642820 and plan number 001. It reports 976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113759NAL0026056657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cvr Management, LLC
- EIN
- 45-3642820
- Plan number
- 001
- Location
- Greenbelt, MD
- Participants
- 976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,370,887
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,370,887
- Participant contributions
- $3,208,869
- Total income / additions
- $6,164,871
- Benefits paid
- $792,821
- Administrative expenses
- $13,561
- Total expenses
- $819,598
- Net increase / (decrease)
- $5,345,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory Services | SERVICE PROVIDER | $0 | $62,996 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $12,186 | $0 |