Cvb Financial Corp. 401(K) & Profit Sharing Plan — Form 5500 plan (Cvb Financial Corp.)
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, Cvb Financial Corp. 401(K) & Profit Sharing Plan is a benefit plan reported by Cvb Financial Corp. under EIN 95-2868024 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,395 participants and $175,067,177 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cvb Financial Corp.
- EIN
- 95-2868024
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, CA
- Latest filing year
- 2023
- Participants
- 1,395
- End-of-year plan assets
- $175,067,177
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,395 | H, C | 20240715121216NAL0000720547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $175,067,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,067,177
- Net assets (BOY)
- $150,141,477
Income & contributions
- Employer contributions
- $4,653,733
- Participant contributions
- $8,311,577
- Total contributions
- $16,452,451
- Total income / additions
- $40,824,052
Expenses & distributions
- Benefits paid
- $15,672,837
- Administrative expenses
- $194,332
- Total expenses
- $15,898,352
- Net increase / (decrease)
- $24,925,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $71,960 | $0 | 2023 |
| Global Retirement Partners LLC | NONE | $53,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $45,652 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown, Pc | NONE | $18,720 | not reported in the loaded dataset | 2023 |
| Crowe Llp | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cvb Financial Corp.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ontario, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Crowe Llp — Schedule C compensation