2023 Form 5500 filing — Cuyahoga Valley Christian Academy 401(K) Profit Sharing Plan & Trust
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 20240905074654NAL0034519952001) for Cuyahoga Valley Christian Academy 401(K) Profit Sharing Plan & Trust, reported by Cuyahoga Valley Christian Academy under EIN 34-1027005 and plan number 002. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905074654NAL0034519952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cuyahoga Valley Christian Academy
- EIN
- 34-1027005
- Plan number
- 002
- Location
- Cuyahoga Falls, OH
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,596,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,596,186
- Employer contributions
- $318,367
- Participant contributions
- $549,337
- Total income / additions
- $2,721,111
- Benefits paid
- $769,541
- Administrative expenses
- $39,499
- Total expenses
- $809,040
- Net increase / (decrease)
- $1,912,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisers Inc. | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $10,537 | $0 |
| Trinity Pension Consultants, Inc. | TPA | $7,290 | not reported in the loaded dataset |