2023 Form 5500 filing — Cvb Financial Corp. 401(K) & Profit Sharing 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 20240715121216NAL0000720547001) for Cvb Financial Corp. 401(K) & Profit Sharing Plan, reported by Cvb Financial Corp. under EIN 95-2868024 and plan number 001. It reports 1,395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715121216NAL0000720547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cvb Financial Corp.
- EIN
- 95-2868024
- Plan number
- 001
- Location
- Ontario, CA
- Participants
- 1,395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $175,067,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $175,067,177
- Employer contributions
- $4,653,733
- Participant contributions
- $8,311,577
- Total income / additions
- $40,824,052
- Benefits paid
- $15,672,837
- Administrative expenses
- $194,332
- Total expenses
- $15,898,352
- Net increase / (decrease)
- $24,925,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $71,960 | $0 |
| Global Retirement Partners LLC | NONE | $53,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $45,652 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $18,720 | not reported in the loaded dataset |
| Crowe Llp | NONE | $5,000 | not reported in the loaded dataset |