Cvp Retirement Savings Plan — Form 5500 plan (Customer Value Partners, LLC)
Plain-English plan 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, Cvp Retirement Savings Plan is a benefit plan reported by Customer Value Partners, LLC under EIN 01-0570597 and plan number 001. The latest loaded filing year is 2023. The filing reports 915 participants and $51,120,737 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$51.1MPlan net assets, end of year$51,120,737
Participants915Covered participants reported
Assets / participant$55.9KComputed: assets ÷ participants$55,870 (computed)
Provider compensation$261.4K3 Schedule C provider row(s)$261,359
- Plan sponsor
- Customer Value Partners, LLC
- EIN
- 01-0570597
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 915 | H, C | 20240917052440NAL0000999731001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$51.1M total assets
Net assets$51.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $51,120,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,120,737
- Net assets (BOY)
- $39,051,292
Income & contributions
- Employer contributions
- $2,270,907
- Participant contributions
- $6,252,637
- Total contributions
- $9,139,437
- Total income / additions
- $16,774,392
Expenses & distributions
- Benefits paid
- $4,510,146
- Administrative expenses
- $178,088
- Total expenses
- $4,704,947
- Net increase / (decrease)
- $12,069,445
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors | INVESTMENT/FINANCIAL ADVI | $166,554 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $85,880 | $0 | 2023 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT | $8,925 | $0 | 2023 |