Cuyahoga Valley Christian Academy 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cuyahoga Valley Christian Academy)
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, Cuyahoga Valley Christian Academy 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cuyahoga Valley Christian Academy under EIN 34-1027005 and plan number 002. The latest loaded filing year is 2023. The filing reports 183 participants and $11,596,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cuyahoga Valley Christian Academy
- EIN
- 34-1027005
- Plan number
- 002
- Plan type
- 2
- Location
- Cuyahoga Falls, OH
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $11,596,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20240905074654NAL0034519952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,596,186
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,596,186
- Net assets (BOY)
- $9,684,115
Income & contributions
- Employer contributions
- $318,367
- Participant contributions
- $549,337
- Total contributions
- $971,352
- Total income / additions
- $2,721,111
Expenses & distributions
- Benefits paid
- $769,541
- Administrative expenses
- $39,499
- Total expenses
- $809,040
- Net increase / (decrease)
- $1,912,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Valmark Advisers Inc. | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $10,537 | $0 | 2023 |
| Trinity Pension Consultants, Inc. | TPA | $7,290 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cuyahoga Valley Christian Academy
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cuyahoga Falls, OH
- Valmark Advisers Inc. — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation
- Trinity Pension Consultants, Inc. — Schedule C compensation