Centivo Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Centivo Corporation)
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, Centivo Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Centivo Corporation under EIN 81-3489510 and plan number 001. The latest loaded filing year is 2023. The filing reports 320 participants and $8,778,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centivo Corporation
- EIN
- 81-3489510
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 320
- End-of-year plan assets
- $8,778,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 320 | H, C | 20241001152012NAL0007005425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,778,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,778,952
- Net assets (BOY)
- $4,881,311
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,119,504
- Total contributions
- $3,675,603
- Total income / additions
- $4,890,519
Expenses & distributions
- Benefits paid
- $955,144
- Administrative expenses
- $37,734
- Total expenses
- $992,878
- Net increase / (decrease)
- $3,897,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,014 | $0 | 2023 |
| One Charles Private Wealth LLC | ADVISOR | $11,386 | not reported in the loaded dataset | 2023 |