2023 Form 5500 filing — City View Electric, Inc. 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 20241010130802NAL0034094960001) for City View Electric, Inc. 401(K) Plan, reported by City View Electric, Inc. under EIN 41-1573026 and plan number 002. It reports 152 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)$20MReported net assets$19,974,575
Participants152
Provider compensation$50.8K4 Schedule C row(s)$50,832
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010130802NAL0034094960001
- Plan sponsor
- City View Electric, Inc.
- EIN
- 41-1573026
- Plan number
- 002
- Location
- Columbus, MN
- 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)$20M total assets
Net assets$20MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,974,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,974,575
- Employer contributions
- $299,494
- Participant contributions
- $1,242,421
- Total income / additions
- $4,299,427
- Benefits paid
- $245,797
- Administrative expenses
- $8,794
- Total expenses
- $254,591
- Net increase / (decrease)
- $4,044,836
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | OTHER SERVICES | $0 | $35,669 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,794 | $0 |
| Tax Sheltered Compensation Inc | OTHER SERVICES | $0 | $6,369 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |