2023 Form 5500 filing — Strategic Value Partners 401(K) Profit Sharing 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 20250107131910NAL0009589009001) for Strategic Value Partners 401(K) Profit Sharing Plan, reported by Strategic Value Partners, LLC under EIN 03-0455248 and plan number 001. It reports 176 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)$27.4MReported net assets$27,397,319
Participants176
Provider compensation$42.2K3 Schedule C row(s)$42,185
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250107131910NAL0009589009001
Plan sponsor
Strategic Value Partners, LLC
EIN
03-0455248
Plan number
001
Location
Greenwich, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$27.4M total assets
Net assets$27.4MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$1.4M
Participant$2.2M
Full reported line items
Total assets (EOY)
$27,397,319
Total liabilities (EOY)
$0
Net assets (EOY)
$27,397,319
Employer contributions
$1,408,050
Participant contributions
$2,155,773
Total income / additions
$7,500,313
Benefits paid
$1,088,011
Administrative expenses
$42,185
Total expenses
$1,130,196
Net increase / (decrease)
$6,370,117
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Ubs$20K
    ADVISOR · Direct $20K
  2. 2
    RECORDKEEPER · Direct $13.1K · Indirect $0
  3. 3
    TRUSTEE · Direct $9.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250107131910NAL0009589009001 cover?
It is the 2023 Form 5500 filing for Strategic Value Partners 401(K) Profit Sharing Plan, reported by Strategic Value Partners, LLC (EIN 03-0455248).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages