2023 Form 5500 filing — Cvista 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606091355NAL0038375424001) for Cvista 401(K) Plan, reported by Cvista, LLC under EIN 20-2988456 and plan number 001. It reports 55 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,752,555
Participants55
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240606091355NAL0038375424001
Plan sponsor
Cvista, LLC
EIN
20-2988456
Plan number
001
Location
Riverview, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$743.1K
Total expenses$24.3K
Benefits paid / distributions$7.7K
Contributions
Employer$108.3K
Participant$273.5K
Full reported line items
Total assets (EOY)
$2,752,555
Total liabilities (EOY)
$0
Net assets (EOY)
$2,752,555
Employer contributions
$108,345
Participant contributions
$273,530
Total income / additions
$743,140
Benefits paid
$7,670
Administrative expenses
$16,618
Total expenses
$24,288
Net increase / (decrease)
$718,852

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606091355NAL0038375424001 cover?
It is the 2023 Form 5500 filing for Cvista 401(K) Plan, reported by Cvista, LLC (EIN 20-2988456).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages