Plain-English plan 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, Cvp Retirement Savings Plan is a benefit plan reported by Customer Value Partners, LLC under EIN 01-0570597 and plan number 001. The latest loaded filing year is 2023. The filing reports 915 participants and $51,120,737 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,120,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,120,737
- Net assets (BOY)
- $39,051,292
Income & contributions
- Employer contributions
- $2,270,907
- Participant contributions
- $6,252,637
- Total contributions
- $9,139,437
- Total income / additions
- $16,774,392
Expenses & distributions
- Benefits paid
- $4,510,146
- Administrative expenses
- $178,088
- Total expenses
- $4,704,947
- Net increase / (decrease)
- $12,069,445