Plan Name | CVP RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CUSTOMER VALUE PARTNERS, LLC. |
Employer identification number (EIN): | 010570597 |
NAIC Classification: | 541600 |
Additional information about CUSTOMER VALUE PARTNERS, LLC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2001-11-29 |
Company Identification Number: | 0568139 |
Legal Registered Office Address: |
3701 PENDER DRIVE FAIRFAX United States of America (USA) 22030 |
More information about CUSTOMER VALUE PARTNERS, LLC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ANIRUDH KULKARNI | |||
001 | 2016-01-01 | ANIRUDH KULKARNI | |||
001 | 2015-01-01 | ANIRUDH KULKARNI | 2016-10-11 | ||
001 | 2014-01-01 | MARYCATHERINE DAY | 2015-10-15 | ||
001 | 2013-01-01 | ANIRUDH KULKARNI | |||
001 | 2012-01-01 | ANIRUDH KULKARNI | |||
001 | 2011-01-01 | ANIRUDH KULKARNI | |||
001 | 2010-01-01 | ANIRUDH KULKARNI | |||
001 | 2009-01-01 | ANIRUDH KULKARNI | |||
001 | 2007-01-01 | ANIRUDH KULKARNI |
Measure | Date | Value |
---|---|---|
2022: CVP RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 820 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 557 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 347 |
Total of all active and inactive participants | 2022-01-01 | 904 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 906 |
Number of participants with account balances | 2022-01-01 | 876 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 42 |
2021: CVP RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 606 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 447 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 216 |
Total of all active and inactive participants | 2021-01-01 | 663 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 664 |
Number of participants with account balances | 2021-01-01 | 637 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 42 |
2020: CVP RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 527 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 464 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 133 |
Total of all active and inactive participants | 2020-01-01 | 597 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 598 |
Number of participants with account balances | 2020-01-01 | 545 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 39 |
2019: CVP RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 407 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 108 |
Total of all active and inactive participants | 2019-01-01 | 515 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 515 |
Number of participants with account balances | 2019-01-01 | 492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 80 |
2018: CVP RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 339 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 307 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 73 |
Total of all active and inactive participants | 2018-01-01 | 380 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 380 |
Number of participants with account balances | 2018-01-01 | 360 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 54 |
2017: CVP RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 218 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 274 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 47 |
Total of all active and inactive participants | 2017-01-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 321 |
Number of participants with account balances | 2017-01-01 | 290 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 42 |
2016: CVP RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 44 |
Total of all active and inactive participants | 2016-01-01 | 218 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 218 |
Number of participants with account balances | 2016-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 30 |
2013: CVP RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 31 |
Total of all active and inactive participants | 2013-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 83 |
Number of participants with account balances | 2013-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 14 |
2012: CVP RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 33 |
Total of all active and inactive participants | 2012-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 113 |
Number of participants with account balances | 2012-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: CVP RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 132 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 29 |
Total of all active and inactive participants | 2011-01-01 | 121 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 121 |
Number of participants with account balances | 2011-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2010: CVP RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 91 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 41 |
Total of all active and inactive participants | 2010-01-01 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 132 |
Number of participants with account balances | 2010-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 13 |
2009: CVP RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 123 |
Number of participants with account balances | 2009-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
2007: CVP RETIREMENT SAVINGS PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 5 |
Total of all active and inactive participants | 2007-01-01 | 99 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 99 |
Number of participants with account balances | 2007-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : CVP RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $8,107,888 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $2,613,394 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,701,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,498,433 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $38,115 |
Value of total corrective distributions | 2022-12-31 | $2,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,735,845 |
Value of total assets at end of year | 2022-12-31 | $39,051,292 |
Value of total assets at beginning of year | 2022-12-31 | $33,031,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $162,324 |
Total interest from all sources | 2022-12-31 | $15,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,021,441 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,021,441 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,172,983 |
Participant contributions at end of year | 2022-12-31 | $285,136 |
Participant contributions at beginning of year | 2022-12-31 | $343,197 |
Participant contributions at end of year | 2022-12-31 | $204,773 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,344,626 |
Other income not declared elsewhere | 2022-12-31 | $62,355 |
Administrative expenses (other) incurred | 2022-12-31 | $162,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,087,925 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $39,051,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $33,031,329 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $37,349,566 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,795,043 |
Interest on participant loans | 2022-12-31 | $15,661 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,130,976 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $893,089 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-8,240,582 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $18,674 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,218,236 |
Employer contributions (assets) at end of year | 2022-12-31 | $80,841 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,498,433 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US LLP |
Accountancy firm EIN | 2022-12-31 | 390855910 |
2021 : CVP RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $11,746,345 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,072,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,945,845 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $9,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,463,718 |
Value of total assets at end of year | 2021-12-31 | $33,031,329 |
Value of total assets at beginning of year | 2021-12-31 | $24,357,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $116,554 |
Total interest from all sources | 2021-12-31 | $11,902 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,063,703 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,063,703 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,891,501 |
Participant contributions at end of year | 2021-12-31 | $343,197 |
Participant contributions at beginning of year | 2021-12-31 | $195,557 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $802,036 |
Administrative expenses (other) incurred | 2021-12-31 | $116,554 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,674,210 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $33,031,329 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,357,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,795,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $23,395,289 |
Interest on participant loans | 2021-12-31 | $11,902 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $893,089 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $766,273 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,195,742 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,280 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,770,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,945,845 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US LLP |
Accountancy firm EIN | 2021-12-31 | 390855910 |
2020 : CVP RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $10,166,031 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,311,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,175,091 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $35,666 |
Value of total corrective distributions | 2020-12-31 | $11,818 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,639,868 |
Value of total assets at end of year | 2020-12-31 | $24,357,119 |
Value of total assets at beginning of year | 2020-12-31 | $17,502,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $89,133 |
Total interest from all sources | 2020-12-31 | $7,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $598,979 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $598,979 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,152,436 |
Participant contributions at end of year | 2020-12-31 | $195,557 |
Participant contributions at beginning of year | 2020-12-31 | $132,759 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,084,731 |
Other income not declared elsewhere | 2020-12-31 | $6,441 |
Administrative expenses (other) incurred | 2020-12-31 | $89,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $6,854,323 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,357,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,502,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $23,395,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $16,735,790 |
Interest on participant loans | 2020-12-31 | $7,392 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $766,273 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $634,247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,896,444 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,402,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,175,091 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390855910 |
2019 : CVP RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,716,536 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $906,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $838,866 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $9,488 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,875,883 |
Value of total assets at end of year | 2019-12-31 | $17,502,796 |
Value of total assets at beginning of year | 2019-12-31 | $10,692,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $58,165 |
Total interest from all sources | 2019-12-31 | $6,617 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $545,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $545,257 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $3,292,398 |
Participant contributions at end of year | 2019-12-31 | $132,759 |
Participant contributions at beginning of year | 2019-12-31 | $131,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $629,613 |
Administrative expenses (other) incurred | 2019-12-31 | $58,165 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,810,017 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,502,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,692,779 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $16,735,790 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,089,563 |
Interest on participant loans | 2019-12-31 | $6,617 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $634,247 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $472,078 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,275,931 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $12,848 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $953,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $838,866 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : CVP RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,535,011 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $990,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $984,573 |
Value of total corrective distributions | 2018-12-31 | $3,310 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,381,398 |
Value of total assets at end of year | 2018-12-31 | $10,692,779 |
Value of total assets at beginning of year | 2018-12-31 | $9,148,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,496 |
Total interest from all sources | 2018-12-31 | $8,291 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $529,423 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $529,423 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,546,652 |
Participant contributions at end of year | 2018-12-31 | $131,138 |
Participant contributions at beginning of year | 2018-12-31 | $209,679 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $101,903 |
Other income not declared elsewhere | 2018-12-31 | $174 |
Administrative expenses (other) incurred | 2018-12-31 | $2,496 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,544,632 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $10,692,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,148,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,089,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,827,204 |
Interest on participant loans | 2018-12-31 | $8,291 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $472,078 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $2,111,264 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,238,254 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-146,021 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $732,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $984,573 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : CVP RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,777,006 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $552,153 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $509,425 |
Value of total corrective distributions | 2017-12-31 | $38,405 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,575,711 |
Value of total assets at end of year | 2017-12-31 | $9,148,147 |
Value of total assets at beginning of year | 2017-12-31 | $5,923,294 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,323 |
Total interest from all sources | 2017-12-31 | $6,397 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $242,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $242,975 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,801,464 |
Participant contributions at end of year | 2017-12-31 | $209,679 |
Participant contributions at beginning of year | 2017-12-31 | $114,560 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $296,897 |
Administrative expenses (other) incurred | 2017-12-31 | $4,323 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,224,853 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,148,147 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,923,294 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,827,204 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,229,337 |
Interest on participant loans | 2017-12-31 | $6,397 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $2,111,264 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,579,397 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $701,456 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $250,467 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $477,350 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $509,425 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : CVP RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,002,055 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $240,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $224,189 |
Value of total corrective distributions | 2016-12-31 | $12,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,587,472 |
Value of total assets at end of year | 2016-12-31 | $5,923,294 |
Value of total assets at beginning of year | 2016-12-31 | $4,161,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,187 |
Total interest from all sources | 2016-12-31 | $3,433 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $134,448 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $134,448 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $417,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,033,905 |
Participant contributions at end of year | 2016-12-31 | $114,560 |
Participant contributions at beginning of year | 2016-12-31 | $87,730 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $260,435 |
Other income not declared elsewhere | 2016-12-31 | $13,215 |
Administrative expenses (other) incurred | 2016-12-31 | $3,187 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,761,741 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,923,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,161,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,229,337 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,266,945 |
Interest on participant loans | 2016-12-31 | $3,433 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,579,397 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $806,878 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $164,335 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $99,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $293,132 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $224,189 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2013 : CVP RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,072,124 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $400,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $397,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $447,358 |
Value of total assets at end of year | 2013-12-31 | $3,414,264 |
Value of total assets at beginning of year | 2013-12-31 | $2,742,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,803 |
Total interest from all sources | 2013-12-31 | $624 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $127,302 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $127,302 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $275,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $362,572 |
Participant contributions at end of year | 2013-12-31 | $11,855 |
Participant contributions at beginning of year | 2013-12-31 | $23,335 |
Other income not declared elsewhere | 2013-12-31 | $618 |
Administrative expenses (other) incurred | 2013-12-31 | $2,803 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $671,793 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,414,264 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,742,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,700,557 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,041,021 |
Interest on participant loans | 2013-12-31 | $624 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $701,852 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $678,115 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $370,596 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $125,626 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $84,786 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $397,528 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : CVP RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $949,001 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $379,704 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $369,839 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,154 |
Value of total corrective distributions | 2012-12-31 | $7,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $644,313 |
Value of total assets at end of year | 2012-12-31 | $2,742,471 |
Value of total assets at beginning of year | 2012-12-31 | $2,173,174 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,126 |
Total interest from all sources | 2012-12-31 | $1,406 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $47,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $47,001 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $218,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $386,008 |
Participant contributions at end of year | 2012-12-31 | $23,335 |
Participant contributions at beginning of year | 2012-12-31 | $34,547 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $152,667 |
Administrative expenses (other) incurred | 2012-12-31 | $1,126 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $569,297 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,742,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,173,174 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,041,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,653,437 |
Interest on participant loans | 2012-12-31 | $1,406 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $678,115 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $485,190 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $207,572 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $48,709 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $105,638 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $369,839 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : CVP RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $477,453 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $300,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $283,620 |
Value of total corrective distributions | 2011-12-31 | $15,291 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $540,569 |
Value of total assets at end of year | 2011-12-31 | $2,173,174 |
Value of total assets at beginning of year | 2011-12-31 | $1,996,574 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,942 |
Total interest from all sources | 2011-12-31 | $1,932 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $30,758 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $30,758 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $433,316 |
Participant contributions at end of year | 2011-12-31 | $34,547 |
Participant contributions at beginning of year | 2011-12-31 | $39,672 |
Administrative expenses (other) incurred | 2011-12-31 | $1,942 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $176,600 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,173,174 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,996,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,653,437 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,608,499 |
Interest on participant loans | 2011-12-31 | $1,932 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $485,190 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $348,403 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-86,499 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-9,307 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $107,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $283,620 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ARGY, WILTSE, & ROBINSON, P.C. |
Accountancy firm EIN | 2011-12-31 | 541586993 |
2010 : CVP RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $830,043 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $326,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $299,207 |
Value of total corrective distributions | 2010-12-31 | $24,133 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $592,828 |
Value of total assets at end of year | 2010-12-31 | $1,996,574 |
Value of total assets at beginning of year | 2010-12-31 | $1,493,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,576 |
Total interest from all sources | 2010-12-31 | $1,633 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $20,647 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $20,647 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $431,446 |
Participant contributions at end of year | 2010-12-31 | $39,672 |
Participant contributions at beginning of year | 2010-12-31 | $46,346 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $28,340 |
Administrative expenses (other) incurred | 2010-12-31 | $3,576 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $503,127 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,996,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,493,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,608,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,108,679 |
Interest on participant loans | 2010-12-31 | $1,633 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $348,403 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $338,422 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $188,981 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $25,954 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $133,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $299,207 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2010-12-31 | 560747981 |
2009 : CVP RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: CVP RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CVP RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CVP RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CVP RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CVP RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CVP RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CVP RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CVP RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CVP RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CVP RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CVP RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CVP RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2007: CVP RETIREMENT SAVINGS PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Insurance | Yes |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement – Insurance | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |