2023 Form 5500 filing — Cavalry Investments, LLC 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 20241015163850NAL0029134113001) for Cavalry Investments, LLC 401(K) Plan, reported by Cavalry Investments, LLC under EIN 91-1934086 and plan number 001. It reports 298 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)$17.1MReported net assets$17,144,707
Participants298
Provider compensation$47.6K3 Schedule C row(s)$47,614
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015163850NAL0029134113001
- Plan sponsor
- Cavalry Investments, LLC
- EIN
- 91-1934086
- Plan number
- 001
- Location
- Greenwich, CT
- 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)$17.1M total assets
Net assets$17.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $17,144,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,144,707
- Employer contributions
- $384,652
- Participant contributions
- $1,344,906
- Total income / additions
- $4,828,781
- Benefits paid
- $1,251,294
- Administrative expenses
- $47,614
- Total expenses
- $1,298,908
- Net increase / (decrease)
- $3,529,873
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $20,870 | $0 |
| Pkf O'Connor Davies | NONE | $20,830 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | NONE | $5,914 | not reported in the loaded dataset |