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CVDC 401(K) PLAN 401k Plan overview

Plan NameCVDC 401(K) PLAN
Plan identification number 001

CVDC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTRAL VIRGINIA DENTAL CARE PLC has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL VIRGINIA DENTAL CARE PLC
Employer identification number (EIN):813793901
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CVDC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01M SCOTT GORE

Plan Statistics for CVDC 401(K) PLAN

401k plan membership statisitcs for CVDC 401(K) PLAN

Measure Date Value
2023: CVDC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01835
Total number of active participants reported on line 7a of the Form 55002023-01-01501
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01274
Total of all active and inactive participants2023-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01775
Number of participants with account balances2023-01-01736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0146
2022: CVDC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01804
Total number of active participants reported on line 7a of the Form 55002022-01-01486
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01292
Total of all active and inactive participants2022-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01778
Number of participants with account balances2022-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0187
2021: CVDC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01764
Total number of active participants reported on line 7a of the Form 55002021-01-01537
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01203
Total of all active and inactive participants2021-01-01740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01740
Number of participants with account balances2021-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01254
2020: CVDC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01721
Total number of active participants reported on line 7a of the Form 55002020-01-01530
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01165
Total of all active and inactive participants2020-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01695
Number of participants with account balances2020-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: CVDC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01592
Total number of active participants reported on line 7a of the Form 55002019-01-01520
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01642
Number of participants with account balances2019-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: CVDC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01540
Total number of active participants reported on line 7a of the Form 55002018-01-01499
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0193
Total of all active and inactive participants2018-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01592
Number of participants with account balances2018-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: CVDC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01448
Total number of active participants reported on line 7a of the Form 55002017-01-01444
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01502
Number of participants with account balances2017-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on CVDC 401(K) PLAN

Measure Date Value
2023 : CVDC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,276
Total income from all sources (including contributions)2023-12-31$20,514,549
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$9,647,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,439,121
Value of total corrective distributions2023-12-31$2,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,642,139
Value of total assets at end of year2023-12-31$86,140,098
Value of total assets at beginning of year2023-12-31$75,271,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$205,146
Total interest from all sources2023-12-31$30,667
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,913,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,830,101
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,847,446
Participant contributions at end of year2023-12-31$202,947
Participant contributions at beginning of year2023-12-31$152,040
Participant contributions at end of year2023-12-31$2,230
Participant contributions at beginning of year2023-12-31$1,000
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,059,757
Liabilities. Value of operating payables at end of year2023-12-31$4,438
Liabilities. Value of operating payables at beginning of year2023-12-31$3,276
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$10,867,418
Value of net assets at end of year (total assets less liabilities)2023-12-31$86,135,660
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$75,268,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$203,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$74,520,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$67,696,546
Interest on participant loans2023-12-31$13,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$3,931,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,419,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,419,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$17,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$9,928,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,734,936
Employer contributions (assets) at end of year2023-12-31$3,734,936
Employer contributions (assets) at beginning of year2023-12-31$3,608,491
Income. Dividends from common stock2023-12-31$83,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,439,121
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$3,748,366
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$393,899
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN2023-12-31541244551
2022 : CVDC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,445
Total income from all sources (including contributions)2022-12-31$-6,183,183
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,686,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,453,456
Value of total corrective distributions2022-12-31$12,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,566,935
Value of total assets at end of year2022-12-31$75,271,518
Value of total assets at beginning of year2022-12-31$88,141,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$219,758
Total interest from all sources2022-12-31$13,839
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,615,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,536,154
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,756,900
Participant contributions at end of year2022-12-31$152,040
Participant contributions at beginning of year2022-12-31$205,536
Participant contributions at end of year2022-12-31$1,000
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$198,927
Liabilities. Value of operating payables at end of year2022-12-31$3,276
Liabilities. Value of operating payables at beginning of year2022-12-31$4,445
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,869,301
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,268,242
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$88,137,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$218,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$67,696,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,292,162
Income. Interest from loans (other than to participants)2022-12-31$8,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,419,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,312,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,312,311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,379,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,611,108
Employer contributions (assets) at end of year2022-12-31$3,608,491
Employer contributions (assets) at beginning of year2022-12-31$3,900,231
Income. Dividends from common stock2022-12-31$79,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,453,456
Contract administrator fees2022-12-31$1,040
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$393,899
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$431,748
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN2022-12-31541244551
2021 : CVDC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,905
Total income from all sources (including contributions)2021-12-31$17,801,510
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,692,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,474,458
Value of total corrective distributions2021-12-31$301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,995,241
Value of total assets at end of year2021-12-31$88,141,988
Value of total assets at beginning of year2021-12-31$74,031,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$218,222
Total interest from all sources2021-12-31$11,475
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,935,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,864,143
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,882,806
Participant contributions at end of year2021-12-31$205,536
Participant contributions at beginning of year2021-12-31$134,256
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$4,375
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$209,292
Liabilities. Value of operating payables at end of year2021-12-31$4,445
Liabilities. Value of operating payables at beginning of year2021-12-31$2,905
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,108,529
Value of net assets at end of year (total assets less liabilities)2021-12-31$88,137,543
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,029,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$217,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$80,292,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$66,815,653
Interest on participant loans2021-12-31$11,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,312,311
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,335,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,335,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,859,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,903,143
Employer contributions (assets) at end of year2021-12-31$3,900,231
Employer contributions (assets) at beginning of year2021-12-31$3,408,178
Income. Dividends from common stock2021-12-31$71,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,474,458
Contract administrator fees2021-12-31$878
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$431,748
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$334,443
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN2021-12-31541244551
2020 : CVDC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,012
Total income from all sources (including contributions)2020-12-31$13,193,214
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,163,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,990,434
Value of total corrective distributions2020-12-31$595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,213,444
Value of total assets at end of year2020-12-31$74,031,919
Value of total assets at beginning of year2020-12-31$63,001,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$172,687
Total interest from all sources2020-12-31$6,772
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,379,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,369,711
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,439,748
Participant contributions at end of year2020-12-31$134,256
Participant contributions at beginning of year2020-12-31$36,753
Participant contributions at end of year2020-12-31$4,375
Participant contributions at beginning of year2020-12-31$20,746
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$363,213
Liabilities. Value of operating payables at end of year2020-12-31$2,905
Liabilities. Value of operating payables at beginning of year2020-12-31$2,012
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,029,498
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,029,014
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,999,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$172,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$66,815,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,622,376
Interest on participant loans2020-12-31$4,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,335,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,767,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,767,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,593,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,410,483
Employer contributions (assets) at end of year2020-12-31$3,408,178
Employer contributions (assets) at beginning of year2020-12-31$3,217,498
Income. Dividends from common stock2020-12-31$10,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,990,434
Contract administrator fees2020-12-31$585
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$334,443
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$336,683
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN2020-12-31541244551
2019 : CVDC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,962,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$516
Total income from all sources (including contributions)2019-12-31$14,657,671
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,305,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,165,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,764,756
Value of total assets at end of year2019-12-31$63,001,528
Value of total assets at beginning of year2019-12-31$42,685,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,969
Total interest from all sources2019-12-31$18,949
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,750,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,740,080
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,474,790
Participant contributions at end of year2019-12-31$36,753
Participant contributions at beginning of year2019-12-31$68,396
Participant contributions at end of year2019-12-31$20,746
Participant contributions at beginning of year2019-12-31$5,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$72,468
Liabilities. Value of operating payables at end of year2019-12-31$2,012
Liabilities. Value of operating payables at beginning of year2019-12-31$516
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,352,612
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,999,516
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,684,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$139,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,622,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,195,335
Interest on participant loans2019-12-31$2,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,767,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,361,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,361,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$16,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,123,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,217,498
Employer contributions (assets) at end of year2019-12-31$3,217,498
Employer contributions (assets) at beginning of year2019-12-31$3,055,245
Income. Dividends from common stock2019-12-31$10,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,165,090
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$336,683
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN2019-12-31541244551
2018 : CVDC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$4,830,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$823
Total income from all sources (including contributions)2018-12-31$6,813,146
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$741,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$645,613
Value of total corrective distributions2018-12-31$351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,914,044
Value of total assets at end of year2018-12-31$42,685,214
Value of total assets at beginning of year2018-12-31$31,783,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$95,535
Total interest from all sources2018-12-31$16,358
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,182,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,182,354
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,408,564
Participant contributions at end of year2018-12-31$68,396
Participant contributions at beginning of year2018-12-31$127,802
Participant contributions at end of year2018-12-31$5,000
Participant contributions at beginning of year2018-12-31$122,844
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,450,235
Liabilities. Value of operating payables at end of year2018-12-31$516
Liabilities. Value of operating payables at beginning of year2018-12-31$823
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$6,071,647
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,684,698
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,782,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$95,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,195,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$24,409,835
Interest on participant loans2018-12-31$4,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,361,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,515,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,515,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,299,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,055,245
Employer contributions (assets) at end of year2018-12-31$3,055,245
Employer contributions (assets) at beginning of year2018-12-31$2,607,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$645,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN2018-12-31541244551
2017 : CVDC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$22,933,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$823
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$8,966,264
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$117,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$107,898
Value of total corrective distributions2017-12-31$225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,894,752
Value of total assets at end of year2017-12-31$31,783,139
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,379
Total interest from all sources2017-12-31$3,642
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$522,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$522,968
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,981,113
Participant contributions at end of year2017-12-31$127,802
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$122,844
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,306,535
Liabilities. Value of operating payables at end of year2017-12-31$823
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,848,762
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,782,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$24,409,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$2,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,515,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$544,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,607,104
Employer contributions (assets) at end of year2017-12-31$2,607,104
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$107,898
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ZUKERMAN & ASSOCIATES, LTD.
Accountancy firm EIN2017-12-31541244551

Form 5500 Responses for CVDC 401(K) PLAN

2023: CVDC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CVDC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CVDC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CVDC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CVDC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CVDC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CVDC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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