Canyon Partners, L.L.C. 401(K) Retirement Savings Plan — Form 5500 plan (Canyon Partners, L.L.C.)
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, Canyon Partners, L.L.C. 401(K) Retirement Savings Plan is a benefit plan reported by Canyon Partners, L.L.C. under EIN 95-4665514 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $81,399,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Canyon Partners, L.L.C.
- EIN
- 95-4665514
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $81,399,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241007135810NAL0027629776002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,399,291
- Net assets (EOY)
- $81,399,291
- Net assets (BOY)
- $67,258,618
Income & contributions
- Employer contributions
- $2,396,230
- Participant contributions
- $3,949,806
- Total contributions
- $6,596,865
- Total income / additions
- $18,910,217
Expenses & distributions
- Benefits paid
- $4,724,830
- Administrative expenses
- $44,714
- Total expenses
- $4,769,544
- Net increase / (decrease)
- $14,140,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Financial Service | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| City National Bank | NONE | $13,700 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $8,514 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $14 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Canyon Partners, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Benefit Financial Service — Schedule C compensation
- City National Bank — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation