Csdvrs, LLC 401(K) Plan — Form 5500 plan (Csdvrs, 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, Csdvrs, LLC 401(K) Plan is a benefit plan reported by Csdvrs, LLC under EIN 20-5985901 and plan number 002. The latest loaded filing year is 2023. The filing reports 613 participants and $15,767,705 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.8MPlan net assets, end of year$15,767,705
Participants613Covered participants reported
Assets / participant$25.7KComputed: assets ÷ participants$25,722 (computed)
Provider compensation$108.6K4 Schedule C provider row(s)$108,609
- Plan sponsor
- Csdvrs, LLC
- EIN
- 20-5985901
- Plan number
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20241003054236NAL0005481555001 |
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)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,767,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,767,705
- Net assets (BOY)
- $12,763,647
Income & contributions
- Employer contributions
- $616,446
- Participant contributions
- $1,238,709
- Total contributions
- $1,948,217
- Total income / additions
- $4,258,110
Expenses & distributions
- Benefits paid
- $1,126,944
- Administrative expenses
- $108,611
- Total expenses
- $1,254,052
- Net increase / (decrease)
- $3,004,058
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.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $65,988 | $0 | 2023 |
| The Patriot Fncl Grp Insur. Agency, | INVESTMENT/FINANCIAL ADVI | $24,793 | $0 | 2023 |
| Securities America Advisors, Inc. | INVESTMENT/FINANCIAL ADVI | $17,828 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csdvrs, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Adp, Inc. — Schedule C compensation
- The Patriot Fncl Grp Insur. Agency, — Schedule C compensation
- Securities America Advisors, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation