Cenvill Recreation, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Cenvill Recreation, Inc)

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, Cenvill Recreation, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Cenvill Recreation, Inc under EIN 59-2107653 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $11,448,284 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.4MPlan net assets, end of year$11,448,284
Participants150Covered participants reported
Assets / participant$76.3KComputed: assets ÷ participants$76,322 (computed)
Provider compensation$49.4K3 Schedule C provider row(s)$49,392
Plan sponsor
Cenvill Recreation, Inc
EIN
59-2107653
Plan number
001
Plan type
2
Location
West Palm Beach, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240927161412NAL0001182915001
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)$11.4M total assets
Net assets$11.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$696K
Benefits paid / distributions$646.6K
Contributions
Employer$204.4K
Participant$629.4K
Full reported line items

Net assets

Total assets (EOY)
$11,448,284
Total liabilities (EOY)
$0
Net assets (EOY)
$11,448,284
Net assets (BOY)
$9,960,499

Income & contributions

Employer contributions
$204,389
Participant contributions
$629,356
Total contributions
$833,745
Total income / additions
$2,183,744

Expenses & distributions

Benefits paid
$646,567
Administrative expenses
$49,392
Total expenses
$695,959
Net increase / (decrease)
$1,487,785
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.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Portfolios FinancialADVISOR$25,586not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$12,306$02023
Cohnreznick, LlpACCOUNTANT/AUDITOR$11,500not reported in the loaded dataset2023

Related Form 5500 pages