| Plan Name | CLV GROUP INC 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CLV GROUP INC |
| Employer identification number (EIN): | 834057732 |
| NAIC Classification: | 561110 |
| NAIC Description: | Office Administrative Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | EDWARD ROJAS | 2024-07-17 | ||
| 001 | 2022-01-01 | EDWARD ROJAS | 2023-04-14 | ||
| 001 | 2021-01-01 | EDWARD ROJAS | 2022-04-29 | ||
| 001 | 2020-01-01 | EDWARD ROJAS | 2021-05-24 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CLV GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 6121 |
| Net assets as of the end of the plan year | 2025-07-18 | 136228 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 76966 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 20000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 27163 |
| Other expenses paid from plan in this plan year | 2025-07-18 | 0 |
| Other contributions to plan in this plan year | 2025-07-18 | 0 |
| Other income to plan in this plan year | 2025-07-18 | 13832 |
| Plan net income in this plan year | 2025-07-18 | 59262 |
| Net assets as of the end of the plan year | 2025-07-18 | 136228 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 76966 |
| Employer contributions to plan in this plan year | 2025-07-18 | 24388 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 694 |
| 2024 : CLV GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-17 | 19240 |
| Net assets as of the end of the plan year | 2024-07-17 | 76966 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 32138 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 23673 |
| Other expenses paid from plan in this plan year | 2024-07-17 | 0 |
| Other contributions to plan in this plan year | 2024-07-17 | 0 |
| Other income to plan in this plan year | 2024-07-17 | 9194 |
| Plan net income in this plan year | 2024-07-17 | 44828 |
| Net assets as of the end of the plan year | 2024-07-17 | 76966 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 32138 |
| Employer contributions to plan in this plan year | 2024-07-17 | 31201 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 326 |