Contav Holdings Ii Inc. 401k Profit Plan & Trust — Form 5500 plan (Contav Holdings Ii, Inc.)

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, Contav Holdings Ii Inc. 401k Profit Plan & Trust is a benefit plan reported by Contav Holdings Ii, Inc. under EIN 83-1273193 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $1,914,469 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.9MPlan net assets, end of year$1,914,469
Participants17Covered participants reported
Assets / participant$112.6KComputed: assets ÷ participants$112,616 (computed)
Provider compensationNone reported
Plan sponsor
Contav Holdings Ii, Inc.
EIN
83-1273193
Plan number
001
Plan type
2
Location
Newton, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    17 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$615.3K
Total expenses$656
Benefits paid / distributions$0
Contributions
Employer$6.9K
Participant$11.4K
Full reported line items

Net assets

Total assets (EOY)
$1,914,469
Total liabilities (EOY)
$0
Net assets (EOY)
$1,914,469
Net assets (BOY)
$1,299,818

Income & contributions

Employer contributions
$6,901
Participant contributions
$11,400
Total income / additions
$615,307

Expenses & distributions

Benefits paid
$0
Administrative expenses
$656
Total expenses
$656
Net increase / (decrease)
$614,651
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages