Civic Intelligence

CV Holdings LC

Plan context: Costa Vida 401(K) Plan

EIN 26-3216902 • Pleasant Grove, UT • 10 filings • 2 plans

1333 South Valley Grove Way Ste 500Pleasant Grove, UT 84062
Current Snapshot

Latest Year

2024

2024 Participants

358

2024 Assets

$3,139,687

2024 Contributions

$830,397

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,139,687$1,569,844$0201920222024YearValue
$3,139,687Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5212610201620212024YearValue
358Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242358$3,139,687$830,397$2,320iApproximate average salary by contribution assumption: employee only about $57,989 at 4% or $38,659 at 6%; with 50% employer match about $38,659 at 4% or $25,773 at 6%; with 100% employer match about $28,994 at 4% or $19,330 at 6%.
Costa Vida 401(K) Plan-103$3,139,687$830,397$8,062iApproximate average salary by contribution assumption: employee only about $201,553 at 4% or $134,368 at 6%; with 50% employer match about $134,368 at 4% or $89,579 at 6%; with 100% employer match about $100,776 at 4% or $67,184 at 6%.
Win Enterprises Cafeteria Benefits Plan-358---
20232336$2,675,423$708,292$2,108iApproximate average salary by contribution assumption: employee only about $52,700 at 4% or $35,134 at 6%; with 50% employer match about $35,134 at 4% or $23,422 at 6%; with 100% employer match about $26,350 at 4% or $17,567 at 6%.
Costa Vida 401(K) Plan-109$2,675,423$708,292$6,498iApproximate average salary by contribution assumption: employee only about $162,452 at 4% or $108,302 at 6%; with 50% employer match about $108,302 at 4% or $72,201 at 6%; with 100% employer match about $81,226 at 4% or $54,151 at 6%.
Win Enterprises Cafeteria Benefits Plan-336---
20222521$1,731,681$614,595$1,180iApproximate average salary by contribution assumption: employee only about $29,491 at 4% or $19,661 at 6%; with 50% employer match about $19,661 at 4% or $13,107 at 6%; with 100% employer match about $14,746 at 4% or $9,830 at 6%.
Costa Vida 401(K) Plan-521$1,731,681$614,595$1,180iApproximate average salary by contribution assumption: employee only about $29,491 at 4% or $19,661 at 6%; with 50% employer match about $19,661 at 4% or $13,107 at 6%; with 100% employer match about $14,746 at 4% or $9,830 at 6%.
Win Enterprises Cafeteria Benefits Plan-360---
20211457$1,477,061$549,797$1,203iApproximate average salary by contribution assumption: employee only about $30,076 at 4% or $20,051 at 6%; with 50% employer match about $20,051 at 4% or $13,367 at 6%; with 100% employer match about $15,038 at 4% or $10,025 at 6%.
Costa Vida 401(K) Plan-457$1,477,061$549,797$1,203iApproximate average salary by contribution assumption: employee only about $30,076 at 4% or $20,051 at 6%; with 50% employer match about $20,051 at 4% or $13,367 at 6%; with 100% employer match about $15,038 at 4% or $10,025 at 6%.
20201475$846,666$427,988$901iApproximate average salary by contribution assumption: employee only about $22,526 at 4% or $15,017 at 6%; with 50% employer match about $15,017 at 4% or $10,011 at 6%; with 100% employer match about $11,263 at 4% or $7,509 at 6%.
Costa Vida 401(K) Plan-475$846,666$427,988$901iApproximate average salary by contribution assumption: employee only about $22,526 at 4% or $15,017 at 6%; with 50% employer match about $15,017 at 4% or $10,011 at 6%; with 100% employer match about $11,263 at 4% or $7,509 at 6%.
20191214$328,468$306,255$1,431iApproximate average salary by contribution assumption: employee only about $35,777 at 4% or $23,852 at 6%; with 50% employer match about $23,852 at 4% or $15,901 at 6%; with 100% employer match about $17,889 at 4% or $11,926 at 6%.
Costa Vida 401(K) Plan-214$328,468$306,255$1,431iApproximate average salary by contribution assumption: employee only about $35,777 at 4% or $23,852 at 6%; with 50% employer match about $23,852 at 4% or $15,901 at 6%; with 100% employer match about $17,889 at 4% or $11,926 at 6%.
20161212$0$0-
Win Enterprises Cafeteria Benefits Plan-212---