2023 Form 5500 filing — Cenvill Recreation, Inc. 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 20240927161412NAL0001182915001) for Cenvill Recreation, Inc. 401(K) Profit Sharing Plan & Trust, reported by Cenvill Recreation, Inc under EIN 59-2107653 and plan number 001. It reports 150 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)$11.4MReported net assets$11,448,284
Participants150
Provider compensation$49.4K3 Schedule C row(s)$49,392
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927161412NAL0001182915001
Plan sponsor
Cenvill Recreation, Inc
EIN
59-2107653
Plan number
001
Location
West Palm Beach, FL
Received date
not reported in the loaded dataset
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)$11.4M total assets
Net assets$11.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$696K
Benefits paid / distributions$646.6K
Contributions
Employer$204.4K
Participant$629.4K
Full reported line items
Total assets (EOY)
$11,448,284
Total liabilities (EOY)
$0
Net assets (EOY)
$11,448,284
Employer contributions
$204,389
Participant contributions
$629,356
Total income / additions
$2,183,744
Benefits paid
$646,567
Administrative expenses
$49,392
Total expenses
$695,959
Net increase / (decrease)
$1,487,785

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Portfolios FinancialADVISOR$25,586not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$12,306$0
Cohnreznick, LlpACCOUNTANT/AUDITOR$11,500not reported in the loaded dataset

Related Form 5500 pages