CVISTA, LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: CVISTA 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 42 |
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 | 13 |
Total of all active and inactive participants | 2022-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 55 |
Number of participants with account balances | 2022-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CVISTA 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
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 | 7 |
Total of all active and inactive participants | 2021-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 36 |
Number of participants with account balances | 2021-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CVISTA 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 39 |
Total participants | 2020-01-01 | 39 |
Number of participants with account balances | 2020-01-01 | 28 |
Measure | Date | Value |
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2022 : CVISTA 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-169,858 |
Expenses. Total of all expenses incurred | 2022-12-31 | $48,851 |
Benefits paid (including direct rollovers) | 2022-12-31 | $34,387 |
Total plan assets at end of year | 2022-12-31 | $2,033,703 |
Total plan assets at beginning of year | 2022-12-31 | $2,252,412 |
Value of fidelity bond covering the plan | 2022-12-31 | $40,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $241,082 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-497,156 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-218,709 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,033,703 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,252,412 |
Assets. Value of participant loans | 2022-12-31 | $1,539 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $86,216 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $109 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,355 |
2021 : CVISTA 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $475,408 |
Expenses. Total of all expenses incurred | 2021-12-31 | $165,128 |
Benefits paid (including direct rollovers) | 2021-12-31 | $150,947 |
Total plan assets at end of year | 2021-12-31 | $2,252,412 |
Total plan assets at beginning of year | 2021-12-31 | $1,942,132 |
Value of fidelity bond covering the plan | 2021-12-31 | $40,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $185,505 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $226,805 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $310,280 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,252,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,942,132 |
Assets. Value of participant loans | 2021-12-31 | $5,913 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $63,098 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $14,181 |
2020 : CVISTA 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $517,928 |
Expenses. Total of all expenses incurred | 2020-12-31 | $12,857 |
Benefits paid (including direct rollovers) | 2020-12-31 | $5,450 |
Total plan assets at end of year | 2020-12-31 | $1,942,132 |
Total plan assets at beginning of year | 2020-12-31 | $1,437,061 |
Value of fidelity bond covering the plan | 2020-12-31 | $40,000 |
Total contributions received or receivable from participants | 2020-12-31 | $150,394 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $32,227 |
Other income received | 2020-12-31 | $282,096 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $505,071 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,942,132 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,437,061 |
Assets. Value of participant loans | 2020-12-31 | $9,635 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $53,211 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $7,407 |
2022: CVISTA 401(K) PLAN 2022 form 5500 responses |
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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: CVISTA 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: CVISTA 401(K) PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |