Cvr Management, LLC 401(K) Plan — Form 5500 plan (Cvr Management, 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, Cvr Management, LLC 401(K) Plan is a benefit plan reported by Cvr Management, LLC under EIN 45-3642820 and plan number 001. The latest loaded filing year is 2023. The filing reports 976 participants and $15,370,887 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cvr Management, LLC
EIN
45-3642820
Plan number
001
Plan type
2
Location
Greenbelt, MD
Latest filing year
2023
Participants
976
End-of-year plan assets
$15,370,887

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023976H, C20241014113759NAL0026056657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,370,887
Total liabilities (EOY)
$0
Net assets (EOY)
$15,370,887
Net assets (BOY)
$10,025,614

Income & contributions

Participant contributions
$3,208,869
Total contributions
$3,973,066
Total income / additions
$6,164,871

Expenses & distributions

Benefits paid
$792,821
Administrative expenses
$13,561
Total expenses
$819,598
Net increase / (decrease)
$5,345,273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory ServicesSERVICE PROVIDER$0$62,9962023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$12,186$02023

Related Form 5500 pages