Central Valley Community Bank Retirement Plan — Form 5500 plan (Central Valley Community Bank)
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, Central Valley Community Bank Retirement Plan is a benefit plan reported by Central Valley Community Bank under EIN 94-2589722 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $33,226,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Valley Community Bank
- EIN
- 94-2589722
- Plan number
- 001
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $33,226,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20240927112715NAL0002017377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,226,433
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,226,433
- Net assets (BOY)
- $29,448,636
Income & contributions
- Employer contributions
- $1,939,122
- Participant contributions
- $2,248,059
- Total contributions
- $4,276,015
- Total income / additions
- $8,792,163
Expenses & distributions
- Benefits paid
- $4,968,537
- Administrative expenses
- $45,829
- Total expenses
- $5,014,366
- Net increase / (decrease)
- $3,777,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of Am | RECORDKEEPER | $45,078 | not reported in the loaded dataset | 2023 |
| Carlson Quinn & Associates | CONTRACT ADMIN | $0 | $24,432 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2,702 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Valley Community Bank
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Empower Annuity Ins. Co. Of Am — Schedule C compensation
- Carlson Quinn & Associates — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation