Centerview Partners LLC 401(K) Plan — Form 5500 plan (Centerview Partners LLC)
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, Centerview Partners LLC 401(K) Plan is a benefit plan reported by Centerview Partners LLC under EIN 20-0834979 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $55,319,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centerview Partners LLC
- EIN
- 20-0834979
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $55,319,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20240924164746NAL0013073937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,319,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,319,433
- Net assets (BOY)
- $40,007,108
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $7,447,005
- Total contributions
- $7,525,202
- Total income / additions
- $17,566,860
Expenses & distributions
- Benefits paid
- $2,253,861
- Administrative expenses
- $674
- Total expenses
- $2,254,535
- Net increase / (decrease)
- $15,312,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $484 | $0 | 2023 |
| Paychex Securities Corporation | RECORDKEEPER | $190 | $0 | 2023 |