Cvausa Management, LLC 401(K) Plan — Form 5500 plan (Cvausa Management, 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, Cvausa Management, LLC 401(K) Plan is a benefit plan reported by Cvausa Management, LLC under EIN 87-3915207 and plan number 001. The latest loaded filing year is 2023. The filing reports 74 participants and $22,322,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cvausa Management, LLC
EIN
87-3915207
Plan number
001
Plan type
2
Location
Celebration, FL
Latest filing year
2023
Participants
74
End-of-year plan assets
$22,322,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202374H, C20241015145133NAL0014885955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,322,872
Total liabilities (EOY)
$0
Net assets (EOY)
$22,322,872
Net assets (BOY)
$0

Income & contributions

Employer contributions
$978,776
Participant contributions
$1,125,207
Total contributions
$2,662,735
Total income / additions
$4,930,919

Expenses & distributions

Benefits paid
$647,696
Administrative expenses
$12,412
Total expenses
$660,108
Net increase / (decrease)
$4,270,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$7,696$02023

Related Form 5500 pages