2023 Form 5500 filing — Cvr Associates 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 20240917161006NAL0003200561001) for Cvr Associates 401(K) Plan, reported by Cvr Associates, Inc. under EIN 04-3273457 and plan number 001. It reports 296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,482,015
Participants296
Provider compensation$76.9K3 Schedule C row(s)$76,866
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917161006NAL0003200561001
Plan sponsor
Cvr Associates, Inc.
EIN
04-3273457
Plan number
001
Location
Tampa, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$545.3K
Benefits paid / distributions$461.2K
Contributions
Employer$274.2K
Participant$631.1K
Full reported line items
Total assets (EOY)
$7,482,015
Total liabilities (EOY)
$0
Net assets (EOY)
$7,482,015
Employer contributions
$274,182
Participant contributions
$631,061
Total income / additions
$1,842,946
Benefits paid
$461,166
Administrative expenses
$84,180
Total expenses
$545,346
Net increase / (decrease)
$1,297,600
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $52.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY - PL · Direct $20.1K
  3. 3
    RECORDKEEPER · Direct $4.6K · Indirect $22

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917161006NAL0003200561001 cover?
It is the 2023 Form 5500 filing for Cvr Associates 401(K) Plan, reported by Cvr Associates, Inc. (EIN 04-3273457).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages